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Personal Financial Planning

Articles

4 steps to navigate the impact of sudden wealth: Tips for business owners and entrepreneurs
With careful planning and the right team, sudden wealth can be a blessing rather than a curse. Here are four key steps to get started.

Hanging your shingle [MNCPA]
Have you ever thought of running your own shop? Do you have an entrepreneurial spirit? Does the thought of risk not scare you? Then making this move can be awesome.

The FAQs of an ESOP
An ESOP might be an appealing option for your business or for a client. Find out more.

IRS launches Operation Hidden Treasure targeting unreported crypto for criminal, civil prosecution
Operation Hidden Treasure is the most recent and, by far, the most important for the IRS with their top priority on cryptocurrency tax and nonreporting by taxpayers.

The hidden gems of the new COVID-19 tax law [MNCPA]
It seems that with all new tax law, it boils down to some basic chunks of data: The headliner provisions (we’ve all heard and read about), the extenders, the esoteric provisions and everything else.

Bye, bye, bye: Appropriations law repeals several taxes, including parking tax for nonprofits
The new law includes extensions for several expiring or expired tax provisions, repeals three major taxes imposed under the Patient Protection and Affordable Care Act, among other changes.

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