InSight

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Kevin Taylor

The Value of Tax Alpha

In today’s fiercely competitive investment management landscape, financial advisors are encountering challenges from various fronts, including fellow advisors, brokers/dealers, insurance agents, robo-advisors, and self-directed investors. In this environment, where promising excess returns over market performance is unrealistic in the long

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Tax Document Checklist

Tax Preparation Checklist Personal Information Your social security number or tax ID number Your spouse’s full name, social security number or tax ID number, and date of birth Identity Protection PIN, if issued by the IRS Routing and account numbers

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New
Kevin Taylor

Overview of tax documents and when to use them

Common Tax Documents: W-2 Form: Issued by employers to employees, showing wages earned and taxes withheld throughout the year. Used for reporting income on personal tax returns. 1099 Forms: Various types including: 1099-INT: Reports interest income earned from bank accounts.

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Kevin Taylor

Why I Prefer Investing in CDMO Facilities

In the world of investing, there are myriad avenues to explore, each with its unique appeal and potential for growth. One avenue that has increasingly captivated my attention is investing in Contract Development and Manufacturing Organizations (CDMOs). However, my approach

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boulder colorado financial planners
New
Kevin Taylor

Real Estate Investment Due Diligence: An Introduction

In the world of real estate investment, thorough due diligence is the cornerstone of success. Whether you’re a seasoned investor or just dipping your toes into the market, understanding the ins and outs of this crucial process is essential. In

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New
Kevin Taylor

What Are the Benefits of a Safe Harbor 401(k) Plan?

A safe harbor 401(k) plan is a retirement savings plan that has advantages for both employers and employees. Here’s why it’s a good choice: Easy Compliance: Safe harbor plans help employers by automatically passing certain annual tests. These tests, like

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New
Kevin Taylor

Understanding Compliance Testing for 401(k) Plan Sponsors

Compliance testing is a crucial annual responsibility for 401(k) plan sponsors, mandated by the Internal Revenue Service (IRS). It ensures that a company’s 401(k) plan remains equitable, not favoring owners and highly compensated employees (HCEs), and stays within IRS-prescribed limits.

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