So bonds are in a rough spot right now to invest in. In addition, there are several historical rules I’ve encountered when discussing bonds with clients. Some examples are: Having a percentage of bonds equal to your age, so something like 60% by age 60 20% in your earning years,
Continued from Cash Flow: 6 Successes For Your Dental Practice (1/2) A cornerstone of any business is having a mastery over your revenue and cash flow. Lucky for our dentist clients, they have a fantastic capacity for inflow, but disproportionately high outflows from expenses and taxes. Analyzing your accounts receivable
Analyzing the Impact of Biden’s Proposed Budget on 1031 Exchanges The release of President Biden’s FY 2025 Budget, outlined by the US Department of Treasury in what is colloquially known as the “Green Book,” suggests implementing strict limitations on IRC Section 1031. This section currently allows for the deferral of
