Tax Planning
One Big Beautiful Bill
One Big Beautiful Bill: A Game-Changer for U.S. Taxes On July 4, 2025, President Trump signed into law a landmark piece of legislation known as
One Big Beautiful Bill: A Game-Changer for U.S. Taxes On July 4, 2025, President Trump signed into law a landmark piece of legislation known as
The Tax Cuts and Jobs Act (“TCJA”) of 2017 introduced the most significant changes to the tax code we have seen in nearly thirty years.
Are you already planning what you will spend your tax refund on? While it may feel like a bonus, your refund is just the money
If you receive income from investments, dividends, education savings plans, or contract work, you’re undoubtedly familiar with IRS Form 1099. By the time April 15th
https://youtu.be/BxtszmF7xmk Individual and corporate tax rates have been higher and lower in the past. Many are concerned about the possibility of higher tax rates in
https://youtu.be/o_EN6512BfQ Modern Portfolio Theory (Beta/Alpha) is a good measure to use when analyzing an active manager. However, it is backward looking and should not be
Unless Congress acts this year to change the rule it enacted with the adoption of the American Rescue Plan Act of 2021, more information reporting
Do I have to pay income tax on my cryptocurrency (“Crypto”) transactions? Will my Crypto transactions be reported to me? Over the past couple of
https://youtu.be/Nb1QviIvYLc The way to protect your portfolio from a down market is by investing in alternative (non-correlated) investments. THOR uses our THORdex to determine when
There are many misconceptions about diversification and what it means to have a diversified portfolio. One of the questions I get a lot is: “I
As the coronavirus (“COVID-19”) outbreak continues to create uncertainty across the United States, small business owners and individuals alike are now confronted with many unprecedented
As we approach the end of another year, we are close to being two years into the Tax Cuts and Jobs Act (“Act”) that was