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A Dozen Taxrelated Strategies To Consider Before Yearend - Latest News


Convergent Wealth Advisors Urges Wealthy Individuals to Consider Wealth Planning Strategies Before Year End

In accordance with Treasury Regulations Circular 230, any tax discussions contained in this communication was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding ta... read more

Are Some Proven Investment Strategies Too Simple To Accept?

Decades of his firm’s studies confirm the remarkable performance of several investment strategies, and how investors blow ... investors receive extra chunks of investable money around year-end, from t... read more

Five Year End Tax Issues for Small Business Owners to Consider

today identified five important tax-related issues for small business owners to consider as they approach the end of 2017 and plan for the year ahead. The list includes tax reform, new ACA filing prov... read more

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Upcoming Events and Training; Tax-Related Underwriting Changes

Join Clark Schaefer Hackett, CPA and Advisors on December 1st for its Individual tax strategies to consider prior to year-end webinar. In this webinar CSH's Mark Gaudet and Larry Powell discuss what y... read more


$1.6M of California billionaire’s money spent so far on Marsy’s Law measures in North Dakota, South Dakota, Montana

Gitcho, who served as press secretary for Mitt Romney’s presidential campaign in 2012, said she also visited the state to find a local consulting firm to assist the effort, asking for proposals and in... read more

Arora puts up big money in bid to unseat Himes

according to his campaign’s year-end report to the Federal Elections Commission. Most of that money, $500,000 came from the candidate’s own pocket as a loan to the campaign. But he also benefited from ... read more

Audience Development: The Long Haul Model

They came once so they must be willing to at least consider season tickets ... Back to the example of wanting to run that fiscal year end appeal mailing list, when we first instituted this new strateg... read more

The day Smiths Falls' luck finally turned: The story of a marijuana boom town

During short, frenetic careers, Linton and Rifici had separately created or helped run a dozen firms ... Falls in a transformative way. Consider first the money. Canopy Growth will have invested $150 ... read more

Choice Hotels International, Inc. (CHH) CEO Pat Pacious on Q3 2018 Results - Earnings Call Transcript

Choice's previously announced alliance with Sercotel is contributing more than half of the 40 openings expected by year-end in Spain and Latin America ... About one third of that was tax related. And ... read more

End-of-Year Tips from the IRS

You should consider setting up a filing system before year end and when your tax documents (W-2's ... your employer and the IRS to make sure you get tax-related items. Get a Tax Break for Education Ex... read more

JPMorgan Chase & Co (JPM) Q4 2018 Earnings Conference Call Transcript

Deposit balances were up 1% sequentially as client cash positions are seasonally highest toward year end, although down 7% year-on-year ... The remainder is driven by tax-related items, totaling a lit... read more

Your next worry after the Equifax breach: Fake tax returns

After the Equifax (EFX) data breach, year-end tax planning may be even more ... or other monitoring in place doesn't prevent tax-related identity theft, which is among the top scams on the IRS "Dirty ... read more



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