This week on Grow Money Business we have another distinguished guest: Tammi Caress. Tammi is an estate planning attorney, and the founder of Caress Law, P.C.. Throughout the episode, we dive deep into the process…
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Tax gain harvesting is a strategy of selling investment assets at a gain and paying tax at that point as opposed to waiting and paying the tax later. Depending on your income and how…
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It’s easy to forget, with everything happening in Washington D.C. in the last week, that we have a new stimulus package. After sitting on the bill for about a week, President Trump signed the Consolidated…
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The year 2020 has been an extremely challenging year for a lot of people, businesses, and organizations. Therefore, this is also a time when charitable organizations may need help from donors more than ever….
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Solo 401k plans have many aliases: solo-k, uni-k, and one-participant-k, among others. Whatever you want to call it, the retirement plan is one of my very favorite for small business owners without eligible participants. They’re…
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Those of you who know me know that I’m a massive baseball fan. And when it comes to famous quotes from baseball players, one person comes to mind more than any other: Yogi Berra. Yogi…
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After weeks of delay caused by legal battles surrounding the election, at this point, all signs point to the fact that Joe Biden will be inaugurated as the President of the United States of…
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One thing all parents have in common is wanting what’s best for their kids. We all want to give our kids ample opportunities for success. We all want to keep them rooted in family values. …
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Non-qualified stock options are a great way to incentivize and reward employees and the management of publicly traded companies, and we dedicated today’s episode to exploring the basics. Throughout the episode, Grant reviews how non-qualified…
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A few weeks ago, The New York Times published an article that created controversy around President Trump’s tax returns. One of the most controversial claims of this article was that President Trump paid only $750…
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