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Shine a spotlight on your finances
A yearly financial review can be instrumental to your future financial success. Consider doing it at a point when you’ll have ample time to take any corrective action before year’s […]
Home office tax deduction made easy
Many employees work often, if not exclusively from a home office. As long as a home office is required by your employer and the area is used exclusively for business purposes, it is likely eligible to be claimed for a home office income tax deduction. Until now, the complicated IRS form 8829 was...
The status of estate planning
Whether or not one believes America’s economy was teetering on a fiscal cliff, those of us in the estate planning counselor business were happy to see Congress provide some certainty […]
Exit strategies for small-business clients
For successful entrepreneurs, the road into the business is often more clearly laid out than the route from involvement. However, a well-drawn roadmap for the endgame can be the difference […]
Know the rules to get revenue results
Revenue recognition for software companies is complicated and often misunderstood. Emerging integration of intangible software and tangible hardware from companies like Apple, Microsoft and others require new thinking.
Do you know where your retirement savings are? Part Two
(Editor’s note: This is the second of two parts. Read the first part.) Knowing how rollovers work can help you make a decision about whether or not to consolidate. IRA-to-IRA […]
Do you know where your retirement savings are? Part One
A traditional IRA here, a rollover IRA there, four job changes (so far!) and three retirement plan account balances left in the plans of former employers… If this describes your […]
Filling a void for cash-strapped districts
Public schools are struggling with budget cuts, and corporations are looking for new ways to market their brands. Golden-based Education Funding Partners is working to bring the two together. “Companies […]
Do good and double your tax break
As the year ends, many of us will be sharing our abundance with those who are not as fortunate, through year-end charitable giving. If you hurry, you can still get […]
Tax tips for the fiscal cliff — and beyond
If there is anything that history has taught us, it is that it’s impossible to predict the future. And this year, even making an educated guess about what 2013 will […]
New retirement plan disclosure rules that don’t go far enough
With so much to fret about these days, retirement should be the least of any Coloradan’s worries. On the one hand, things don’t look so bad for our state in […]
The hot new thing in wealth planning isn’t new
The recent IPO by Facebook founders led to their creation of grantor trusts to avoid paying taxes of at least $200 million. It underlined new uses of a technique that […]
