by Ashlee Desteiger | Mar 29, 2024 | Technical Topics
What is Qualified Small Business Stock? Qualified Small Business Stock (QSBS) may also be referred to as “1202 Stock” after the section of the Tax Code addressing this topic. Qualified Small Business Stock isn’t an election; if you meet the requirements, it is QSBS!...
by Ashlee Desteiger | Feb 27, 2024 | Technical Topics
A Health Savings Account (“HSA”) is often the most overlooked retirement account. Why consider this a “retirement account?” Because it’s not a use-it-or-lose-it proposition. On top of that, you can invest it for the future vs. spend today. Let’s take a look at the...
by Ashlee Desteiger | Jan 26, 2024 | Technical Topics
Have you asked (or wondered): When’s a good time to get into the market? The market seems hot; is it time to get out? What’s in store for 2024? Should we prepare for a recession this year? We don’t time the markets, and we certainly don’t pretend to know what...
by Ashlee Desteiger | Dec 30, 2023 | Technical Topics
Is life insurance considered financial protection or an investment? What type is best for you: term or permanent? What does “permanent” really mean? How much coverage do you need, and what’s the cost? These are just a few questions that arise when discussing...
by Ashlee Desteiger | Nov 27, 2023 | Technical Topics
Picking an entity structure for business owners is a crucial decision with legal and tax implications. Would you believe that over 75% of business returns received by the IRS are S-Corporations (“S-Corp”)? Let’s discuss the benefits, limitations, and...
by Ashlee Desteiger | Aug 21, 2023 | Technical Topics
Myth or Fact: My income tax rate will be lower in retirement. While difficult to predict with certainty, more and more factors are siding toward MYTH. Why? Tax Rates We are experiencing the lowest tax rates in the US due to the Tax Cuts & Jobs Act, which will...
