Tax Planning
Take proactive steps to reduce the taxes you pay when it‘s time to file your return.
I believe fundamental honesty is the keystone of business.
Harvey Firestone, Businessman, founder of the Firestone Tire and Rubber Company
Tax & Compliance
As we prepare for potential tax policy changes, it’s essential to evaluate the key proposals put forth by President-elect Donald Trump during his campaign. His tax plan includes significant reforms for individuals and businesses, aiming to stimulate economic growth while offering tax relief. However, these changes also carry substantial fiscal costs. Below is an overview … Continue reading Ideas and Price Tags: A Closer Look at President-Elect Trump’s Tax Reform Promises
Investment Philosophy
US stocks built on a strong first half, with many market indices at or close to record levels as the third quarter neared an end. But those gains came amid a spike in volatility unseen since the COVID pandemic.
Investment Philosophy
The beginning of 2024 started out a lot like the end of 2023, with markets rising amid talk of a potential decrease in US inflation and interest rate cuts from the Federal Reserve that could follow. But much like last year, those expectations remained unfulfilled, as core inflation fell slightly but held above 3% and … Continue reading Midyear Review: Stocks Maintain Momentum