It is that time of the year again…it’s December and time for last-minute tax planning and optimization. You may typically hear about tax loss harvesting this time of year. Tax loss harvesting is selling...

Late last week, one of the largest cryptocurrency exchanges, FTX, filed for bankruptcy. From the sound of it, defrauding investors occurred and jail time should happen for some of the firm’s leadership. I have seen a...

High inflation will raise more than 50 tax provisions for 2023 including tax rates and standard deductions. See below for a select summary of Revenue Procedure 2022-38 and Notice 2022-55 which detail those adjustments...

Great Tax Planning Meetings Please excuse the informality and shortness of this post. The 10/15 tax deadline is quickly approaching but I wanted to share a few things on my mind after having a great tax planning meeting...

October 2022 Market Update & Some Reasons for Optimism2022 has been a great year in the sense that we seem to be past the COVID-19 pandemic, but some of our “medical bills” are coming due. Over the last three years, panic...

There has been extensive discussion over the last few weeks over an “inverted” yield curve, so what is it exactly?Bonds and yield curves are interrelated. In short, a bond is an agreement stating that if you give a...

Proposed tax law changes in The Inflation Reduction Act of 2022. President Biden’s “Build Back Better” (“BBB”) appeared to be dead months ago. Perhaps it is dead…but in name only....

I wrote the majority of this blog post 5 years ago (which might as well be 500 years in the quickly changing cryptocurrency world). It’s about time we revisit it and update for changing tax rates and law. Like many...

Inflation, The War in Ukraine, Deglobalization