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Research and Development Expenditures: Timing is Everything Under New Tax Rules

Historically, taxpayers been able to elect to deduct or capitalize these costs in the year they were paid or incurred, under Section 174(a) or Rev. Proc. 2000-50. For tax years beginning after Dec. 31, 2021, the revised Section 174 rules will require taxpayers to capitalize and amortize all R&D costs.

Irrational exuberance is taking over the stock market

Irrational exuberance is a state of mania when stocks increase regardless of deteriorating fundamentals or uncertainty. When this happens, greed, overconfidence, and fear of missing out takes over the mind of investors. What can investors do when irrational exuberance takes over the stock market?

Investment Risk: As in life, courage pays off

Ultimately, the real key to successful investing is to have the courage to buy regularly – even when others are fearful and hold your investments for a long time. History has proven that upping one's comfort in investing pays off, over time.

How emotions play a role in managing your money

While money isn’t everything, it’s important to keep savings and spending in line with your individual financial goals. To better separate your emotions from your money, here are four steps to help you become more confident and less stressed about your financial future.

The role of trusts in estate planning

When you create an estate plan, there are many considerations to take into account. Among these considerations is whether you need a will or a trust.

Staying Lean on Legal While Forgoing VC Funding

What’s a scrappy, innovative entrepreneur meant to do when they have to stay lean while budgeting for one of the most notoriously exasperating business expenses -- legal? Risk is absolutely inherent to growth, and as such, legal counsel is a non-negotiable aspect of any successful business.

A Break-Even Analysis of Social Security Considerations

Our analysis for determining the right strategy for clients considers the following factors: 1) break-even analysis, 2) portfolio withdrawal needs, 3) earnings test and 4) planning for married couples. For this article, we will be focusing on break-even analysis.

Why Valuation Matters for Closely-Held Businesses

We are all working toward an end-of-business ownership event, whether it's an external sale, an internal succession or a transition to your family through an estate plan. Whichever path you hope to take, the change will arrive someday. Knowing this, it's vital to have a strategy in place.

When to Consider Converting to a Roth IRA

Evaluating income tax rates, the ability to pay taxes on the conversion with non-IRA assets, estate tax, minimum distribution requirements and additional income tax considerations.

What to Know About Medicare Part B Premiums

As you prepare for the next chapter in your life that includes Medicare, it’s important to learn about your options, costs, and benefits so you can feel confident in the decisions you make.

How to reach your money goals in 2020

There’s a chance your goals – and your financial situation – could change in 2020, so it’s a great time to make sure your activities still reflect your aspirations and priorities.

How to use microloans to grow your business

Small businesses need capital to grow, and cash flow is rarely enough to cover the investment that opportunity requires. Microloans offer an ideal balance of accessibility and affordability for small business growth.
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