Tucked away in the TCJA is the creation of Qualified Opportunity Zones (QO Zones). These are low-income communities that meet certain requirements. Investing in QO Zones can result in two major tax breaks: (1) temporary deferral of gain from the sale of property and (2) permanent exclusion of post-acquisition capital gains on the disposition of investments [...]
On June 21, 2018, the U.S. Supreme Court handed down a historic decision in the sales and use tax nexus case South Dakota v. Wayfair, Inc. The 5–4 ruling overturns physical presence standards upheld in previous cases, such as Quill Corp. v. North Dakota (1992) and National Bellas Hess Inc. v. Department of Revenue of Illinois [...]
[youtube https://www.youtube.com/watch?v=o0tGWdJz0jE]Looking for a job is a job in and of itself. But as we age, it is often assumed that finding a job gets even harder. This may be true if you are trying to complete with a younger demographic looking for a job with the same criteria. But what if retirees, or those close [...]
[youtube https://www.youtube.com/watch?v=0GGDKL7TVPo]Today’s world is more connected than ever. While this is generally a good thing, it also increases the likelihood that your personal information can end up in someone else’s hands, which can lead to identity theft. The first signs of identity theft can be subtle, or they can be blatantly obvious. You may notice an [...]
[youtube https://www.youtube.com/watch?v=FijLwZjy7pE]Investing is undertaken by millions of Americans every year. The vehicles most often used to invest in the stock market are mutual funds and retirement plans. But so often investment strategies are riddled with mistakes. One of the most common mistakes? Paying extra but not getting extra. Even if you don’t pay for a financial [...]