Financial Planning

LLCs, Series LLCs and Real Estate, Oh My!

…https://www.legis.nd.gov/cencode/t10c32-1.html Oklahoma 18 OK Stat § 18-2005 (2014) https://law.justia.com/codes/oklahoma/2014/title-18/section-18-2005/ Tennessee C.A. §48-249-309 https://law.justia.com/codes/tennessee/2010/title-48/chapter-249/part-3/48-249-309 Texas Texas Business Organizations Code §§101.601 – 101.622 https://statutes.capitol.texas.gov/Docs/BO/htm/BO.101.htm#M Utah Utah Revised Limited Liability Company Act §…

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From Peter's Desk

10 Ways to Keep Your Family Safe

…Government agencies, like the NSA; and private companies, like Intelius.com or mylife.com, collect tons of data every day, simply by tracking mobile phone activity, internet browsing activity, and credit card…

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Taxes

Rethinking the Roth IRA

…additional $11,500 into the sub-account. Back-door Roth conversions While it may make sense to complete a traditional (read: taxable) Roth conversion, a back-door Roth conversion is a tax-free option. There…

Taxes

Are You Reaping the Many Tax Benefits of Owning a Home?

…help clients navigate a wide range of financial and tax planning challenges. For help with your tax planning strategy, schedule a call. Footnotes: https://www.irs.gov/publications/p936 https://www.irs.gov/taxtopics/tc504 https://www.irs.gov/taxtopics/tc503 https://www.irs.gov/newsroom/home-office-deduction-benefits-small-business-owners https://www.irs.gov/forms-pubs/about-form-5695 https://www.kiplinger.com/taxes/605201/federal-tax-credit-for-electric-vehicle-chargers https://www.nolo.com/legal-encyclopedia/deducting-medical-home-improvements.html…

From Peter's Desk

SPACs, NFTs and GameStop

…topics. SPACs2 A SPAC is a Special Purpose Acquisition Company. It is basically a shell company used to purchase other companies. With the economy awash in cash, investors looking to…

Financial Planning

3 Important Financial Planning Considerations for Women

…are setting you up for a secure financial future. For more information, schedule a call with a member of our team. Footnotes: As of 2022. https://www.payscale.com/research-and-insights/gender-pay-gap/#module-2 https://havenlife.com/blog/life-insurance-statistics-2019-men-and-women/ https://www.bankrate.com/insurance/life-insurance/gender-gap https://www.health.harvard.edu/blog/why-men-often-die-earlier-than-women https://www.ally.com/do-it-right/investing/should-women-invest-differently-than-men/…

 

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