Running a business doesn’t have to run your life. In fact, we’ve found that most people don’t just want to do business. They want to build something. We love helping #entrepreneurs make the transition from the hamster wheel to building a business. Find out more here, and call us today to schedule a consultation.
2023 – 09/12 – Investment swings: What’s the tax impact?
Have your investments fluctuated wildly this year? You may have already recognized gains and losses. But nothing is decided tax-wise until all the gains and losses from 2023 trades are tallied up at year end. If you’ve had swings in the value of a tax-favored 401(k),...