Category: Taxes

If You’re Self-Employed and Have Zero Employees, You Should Set Up an Individual 401k Plan Before the End of the Year

Friday, December 12, 2014 at 1pm
By John Friedman

Financial planners and tax advisors tend to shy away from simple blanket statements. They’re far more comfortable using highly-detailed, multi-faceted statements that, while accurate, nonetheless lose something in the telling due to, ironically enough, their completeness. It’s understandable. After all, the arena in which financial planning and taxation come together […]

The Death Tax is Dead

Saturday, March 15, 2014 at 2pm
By John Friedman

Michael Kitces, presenting at the FPA of San Francisco this past week, unleashed a number that knocked my socks off. He said that the number of estates paying the estate tax in a typical year under our current estate tax regime is in the neighborhood of three to four thousand. […]

Top 10 Things that Suck Cash

Friday, February 22, 2013 at 11am
By John Friedman

My first boss (from back in my lawyering days) early on told me that growth sucks cash, by which he meant, if a client decides to grow a company, you had better tell the client that s/he client had better be prepared to spend some serious money. My boss’s phrase […]

Top 10 Financial Don’ts

Thursday, February 21, 2013 at 12pm
By John Friedman

Here I am, doing Top 10 lists this week, and in my morning reading I come across this in the Washington Post: Group releases list of 90 medical ‘don’ts’ Don’t use feeding tubes in patients with advanced dementia. Don’t use drugs to aggressively treat diabetes in those older than 65. […]

The Tax Sunsets (Mostly) Sunset

Thursday, January 3, 2013 at 3pm
By John Friedman

We can, I suspect, all agree that taxes impact behavior. To see that this is so, one need only look to Vancouver, Washington, a Portland suburb adjacent to the Oregon/Washington border, where many Vancouverites go out of their way to do most of their shopping across the river in Portland, Oregon, where there is […]

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