We’ve recently received quite a few questions from clients about the new tax law, the Tax Cuts and Jobs Act (TCJA), and in particular, about the changes to business-related dining and entertainment expenses. Now, we’re not in the tax business, even though many products and services we offer provide certain tax advantages, so we hunted for one of the best resources we could find to help you stay out of hot water with the IRS on this particular change to the tax code.

As of this writing, the house and Senate have crafted their respective versions of the GOP tax proposals. After the Thanksgiving holiday, the two sides will race to reconcile and present President Trump with something tangible to sign so that they can declare “Mission Accomplished” before the calendar year expires. The proposals are each hundreds […]

I sometimes think that we’ve gotten too comfortable in the United States. As long as we can go to the mall, drive our big SUVs, eat good food, download our favorite music from iTunes, pay our big credit card bills and all the other cushy trappings of the American way of life, we can simply […]

It’s impossible to know! It all depends on how long you live, how healthy you are, what the inflation rate is, and 100 other variables, many of which you can’t control or predict. But regardless of circumstances, the economy, or unpredictable expenses, there IS a way to ensure that you have greater cash flow, fewer […]

A reduced price on the upcoming Your Financial Destiny 2015: Money Rules! at http://bit.ly/YFD2015 Whether you’re an experienced Self-Empowered Banker or want to learn more about how Self-Empowered Banking works and the benefit you get from from having more control over your money, then Your Financial Destiny 2015: Money Rules! is the place you want […]

This is the third in our series of what it will take to look at our solutions to our economic woes with new eyes, and consequently, new thinking. We began this series with New Minds, New Solutions and the second post, How Bad Is Our Economic Hangover. Good old American ingenuity. That’s how this country […]

As most of you know, there is quite a bit of concern throughout the life insurance industry about the proposed reform to the Tax Code. On May 6, the Association for Advanced Life Underwriting AALU) met with members of Congress to make certain the concerns of the industry, and those who use life insurance as […]

Today, many of you received our recent e-news Building Wealth with some information about the Camp Tax Code Reform Proposal. We’re not going to re-hash that information here and you should know how this proposed tax code reform could affect you, your family and your business if you own one.  You can read our thoughts […]