I’m both a CPA and Wealth Advisor – how does that work?
There are many advantages of being both a CPA and Wealth Advisor.
Category: Investing
4 Key Advantages to Having a Self-Directed Solo 401(k) Instead of a SEP IRA
Self employed? Be sure to know the difference between a SEP IRA and a Self Directed Solo 401(k).
The Truth About The “Golden Years”
What does retirement in the 21st century look like?
What is the Cash Conversion Cycle?
The cash conversion cycle is made up of three crucial components: average collection period, days inventory held, and days payables outstanding.
What are Liquidity Ratios?
Important liquidity ratios include the current ratio, quick ratio or acid test, and the cash ratio.
2019 Tax Planning For Non Cash Charitable Contributions
After the passage of the Tax Cuts and Jobs Act of 2017 (TCJA) it’s estimated that 90 percent of taxpayersContinue Reading
Biggest Winners from Second Round of QOZ Regulations: Private Equity
Who’s the biggest winner from the second round of Qualified Opportunity Zone (QOZ) proposed regulations? One might say real estateContinue Reading
Blockchain Based Security Settlement
A practical use for blockchain technology is applying it to the current security settlement process.
Cryptocurrency: Taxation and Investing
It seems that Cryptos are here to stay.
What are Hedge Funds?
Everyone starting off in the finance world wants to work for one, but how many of them actually understand what they are?