by PTF | Aug 31, 2021 | Business Services, Articles, Planning Services
How Can You Save a Business After the Owner Dies? When you’re in the midst of building or growing a business, the last thing on your mind is what happens if the owner suddenly dies. If the business was established as a partnership and the surviving partner has equity...
by PTF | Aug 29, 2021 | Individuals, Planning Services, Resource
Here’s how to take a page from the ultra-wealthy playbook and make full use of Roth Individual Retirement Accounts We’ve all heard the term “the rich get richer.” According to a report released from ProPublica, it turns out that one of the ways that truism is...
by PTF | Aug 17, 2021 | Individuals, Planning Services, Tax Preparation
Contemplating Refinancing Your Home Mortgage? Things You Should Consider Article Highlights: Is It Appropriate to Refinance Your Home Loan? Refinance Costs Interest Rates Credit Score Borrowing Additional Cash Loan Term Itemizing Deductions With home mortgage rates...
by PTF | Aug 13, 2021 | Planning Services, Financial Management, Individuals
Back-Door Roth IRAs Article Highlights: Roth IRA Contribution Limitations Converting a Traditional IRA to a Roth IRA Circumventing the Limitations Back-Door Roth IRAs Pitfalls of a Back-Door Roth IRA The “All IRAs Are One” Rule Many individuals who are saving for...
by PTF | Jul 21, 2021 | Tax Preparation, Individuals, Planning Services
Tax Issues Related to Renting Your Vacation Home Article Highlights: If You Don’t Rent Your Property If You Rent Your Property Rented Fewer Than 15 Days Personal Use Is Less Than the Greater of 15 Days or 10% of the Rental Days Personal Use Exceeds the Greater of 14...
by PTF | Jul 14, 2021 | Planning Services, Individuals, Tax Preparation
3 Reasons Paying Your Bills Early Will Benefit You If there’s anything we all learned from 2020, it’s that things can change in a heartbeat and that the unexpected can create real havoc. Though there’s nothing you can do to stop fate’s freight trains from barreling...
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