Cryptocurrency as an investment is relatively new, especially compared to other investment vehicles such as stocks and bonds. Because of this, there is a lot of confusion and a lack of guidance around how taxation…
Read More
GMB Ep #139: Using Financial Data to Manage Your Small Business with Anne Gannon
Data-driven decisions are a key factor in the success of any modern business. Although larger businesses tend to be very good at making data-driven decisions, this isn’t always the case for small business owners. This…
Read More
Tax Planning at the Mid-Stage of Your Career
Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. It’s how you build a plan to help you realize the lifestyle…
Read More
GMB Ep #112: Deferring Taxes Using 1031 Exchanges & Delaware Statutory Trusts with Jamie & Patrick Furlong
1031 Exchanges and Delaware statutory trusts are both nifty instruments for financial planning. In today’s episode, we explore more about the deferring taxes using 1031 Exchanges and Delaware statutory trusts with Jamie & Patrick Furlong….
Read More
GMB Ep #96: 5 Year End Financial Moves to Make With the Tax Bill Looming
As we covered in the previous episode of Grow Money Business, the House Ways & Means Committee recently released proposed tax reform legislation that brings significant changes to the current levels of taxation. This week,…
Read More
GMB Ep #95: We Have a New Tax Bill [And It’s a Whopper]
The House Ways & Means Committee recently released proposed tax reform legislation that brings major changes to the current levels of taxation, including reversals of several provisions introduced in the Tax Cuts and Jobs Act…
Read More
Small Business and Tax Policy
For small businesses, two topics are consistently near and dear to our hearts in presidential elections: taxes and health care costs. There’s been heated debate on the issues during this election (and most for that…
Read More