by Kevin Kennedy | May 24, 2016 | Tax Planning
As the list of Democratic and Republican presidential candidates has been reduced to three, Donald, Hillary, and Bernie Sanders, many of our clients have wondered, how will a change in the Oval Office affect their tax return for 2017 and beyond? Setting aside all of...
by Kevin Kennedy | May 3, 2016 | Business planning, Retirement Planning, Small Business, Tax Planning
Not that long ago, a Roth retirement account did not exist. However, for many individuals today, a Roth account is the preferred retirement investment vehicle, particularly for self-directed retirement account owners. The reason why a ROTH tends to gain favor is...
by Kevin Kennedy | Apr 12, 2016 | Business planning
You may have heard the saying, “substance over form”. In the legal context, this is an established principle that is used by judges and business regulators throughout the country, particularly in the tax arena. As a small business owner, it is important that in all...
by Kevin Kennedy | Nov 24, 2015 | Business planning, Retirement Planning
One of the greatest aspects of the American Dream is starting your own business. Maybe you are a part-time entrepreneur that has the security of a “9 to 5” career while you transition into full-time self-employment. Or maybe you are close to retiring and want to...
by Kevin Kennedy | Nov 3, 2015 | Business planning, Small Business
Last week, the Securities Exchange Commission finally adopted regulations to permit equity-based crowdfunding at the federal level. These regulations will be effective in 6 months. This is a monumental change in federal policy that many entrepreneurs and business...
