• home

  • services

  • team

  • contact

  • esg

  • blog

  • More

    Use tab to navigate through the menu items.
    client login
    get started
    • All Posts
    • Real Estate
    • Small Business
    • Tax
    • Investments
    • Retirement
    • Financial Planning
    • Sustainability
    • Social Impact
    • Interest Rates
    • Bonds
    Search
    Move to Puerto Rico for tax benefits?
    Nicole Renaux
    • Feb 16, 2019

    Move to Puerto Rico for tax benefits?

    In this interesting article, Andrew Henderson of Nomad Capitalist takes on the sometimes trendy idea to reduce your tax burden by moving to Puerto Rico. Henderson gives a great deal of explanation for how you might do this along with the pitfalls you should avoid. Here, please enjoy a book report-style synopsis. Moving to Puerto Rico has recently become a popular haven for tax-sensitive Americans, thanks to some attractive tax incentives that encourage foreign investment. Pue
    Meals and Entertainment Deduction Still?
    Milad Taghehchian, CFP(R)
    • Oct 4, 2018

    Meals and Entertainment Deduction Still?

    For more than three decades companies have been able to deduct 50% of meals and entertainment expenses directly related to business activities. This included taking potential clients, employees, or other business associates to lunch. It also included meals while on business related trips. Additionally, employers that provided meals to employees on business premises had been able to deduct 100% of the expense as a "de minimis" fringe benefit. One of the many changes the Tax Cu
    Bankruptcy Protection - Retirement Accounts
    Chris Cyndecki CFA, CFP®
    • Jul 15, 2016

    Bankruptcy Protection - Retirement Accounts

    Filing for bankruptcy can be a frightening and stressful experience. If you are feeling overwhelmed with debt and are contemplating bankruptcy, knowing the legal protections afforded to you may prevent you from making a costly mistake. ERISA Plans The Employee Retirement Income Security Act of 1974 (ERISA) was established to protect assets placed into retirement accounts during a person's working life. An ERISA plan is an employer-sponsored retirement plan that falls
    Dispelling the Tax Bracket Misconception
    Milad Taghehchian, CFP(R)
    • Apr 24, 2014

    Dispelling the Tax Bracket Misconception

    It's April 21st, 2014, and tax preparation professionals everywhere are breathing a sigh of relief as the data-intensive, document-laden official tax filing season has come and gone. Whew! We've crunched the numbers, sifted through countless W-2's, 1099's, P&L's, receipts, and have once again been reminded of our appreciation for organization and great software. It's been a fresh year for tax law, with a few of the American Taxpayer Relief Act of 2012 tax breaks expiring (e