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Florida Man Blows IRA Bankruptcy Protection

Florida Man Blows IRA Bankruptcy Protection

Originally published on Forbes.com. The Individual Retirement Account (IRA) is a great tax vehicle allowing an immediate deduction and tax-deferred growth or (in its deferred-gratification Roth form) tax-free growth.  But that’s not all.  The IRA can also be an...
Clever Techniques To Defer Capital Gains – Maybe Too Clever

Clever Techniques To Defer Capital Gains – Maybe Too Clever

  Originally published on Forbes.com. Back in the day, there was a strong sense that a tax deferred was almost as good as a tax avoided. A long period of low interest rates has shifted attitudes in that regard.  Nonetheless, deferral of a large capital gains tax,...

Wealth Tax – That Pesky Constitution Might Get In The Way

Originally published on Forbes.com. The notion of a wealth tax is definitely moving toward the mainstream as Dave Dawkins of Forbes reports on some of the billionaires who are now calling out for its passage. Here is the letter they wrote courtesy of the New York...