Tax Exempt Cash Reserve for Elder Care Expenses

Tax Exempt Cash Reserve for Elder Care Expenses

by | Aug 23, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement Planning Tax Exempt Cash Reserve for Elder Care Expenses If you want to be prepared for the possibility that in your later years you might need home nursing care or assistance with daily living activities due to physical or cognitive impairment, watch this...
Q2 2023 Quarter End Securities Update

Q2 2023 Quarter End Securities Update

by | Jul 27, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement Planning:  Securities Q2 2023 Quarter End Securities Update Joseph Maas, Synergy Asset Management Financial Markets Equities. All three major indexes saw substantial gains in the second quarter of 2023, with the Nasdaq Composite up +12.81%, the S&P 500...
One Ugly Rule for Owners of S Corporations Deducting Health Insurance

One Ugly Rule for Owners of S Corporations Deducting Health Insurance

by | Jun 13, 2023 | 1-Financial Independence Planning, 2-Asset Protection, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax Planning One Ugly Rule for Owners of S Corporations Deducting Health Insurance Bradford Tax Institute An ugly rule applies to how S corporation owners deduct the cost of health insurance that a corporation puts on its W-2s. The words that make this an ugly rule...