The end of the year is the traditional time for securities investors to “harvest” capital losses for federal income tax purposes. But there’s an added… Read more »
Should you send your child off to college with a credit card? Opinions are divided, both among parents and financial advisors. It’s a situation that… Read more »
A college education. Retirement. What do these major life events have in common? One shared characteristic is that each comes with a price tag. Here’s… Read more »
Some tax-cutting strategies make good financial sense. Other tax strategies are simply bad ideas, often because tax considerations are allowed to override basic economics. Here’s… Read more »
On June 28, the Supreme Court ruled that the “Patient Protection and Affordable Care Act of 2010” was constitutional, including the provision in the law… Read more »
There are many worthwhile reasons to lend money to a relative. For example, you may want to help a child or sibling continue their education… Read more »
The e-mail from your bank gets your attention right away. It says you need to log into your account in the next 48 hours to… Read more »
Any taxpayer that has income that is not subject to withholding may need to make quarterly estimated income tax payments. If you have just started… Read more »
Spring and summer — the wedding season is upon us. Before walking down the aisle, take a minute to consider a serious matter. Couples often… Read more »
The Mind of Mark
“Thoughts from Our Management Consultant”
For the last 20 years, I have focused on designing, developing and implementing world-class finance, process and technology solutions for clients ranging from Mom & Pop Start-ups to Fortune 500 corporations. What I have recognized during this time is that regardless of the organizations size and focus, issues and opportunities seem to be pretty consistent. This blog focuses on the good, the bad, and the ugly of what our clients face on a day to day basis.
