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Advisory Services – Types of Financial Planners Less than 20 percent of all American households have a tax adviser or a personal financial planner. Why? It can be daunting to entrust your financial future to a stranger. And it’s tough knowing where to turn for help. Here we use the term “financial adviser” to cover all types of financial planners, chief financial planners, personal financial specialists, broker and accountants...

How to find a Good Tax Adviser, #102 Summary It doesn’t matter if you’re in the market for a new car or a pound of tomatoes. If you’re smart, you inspect the merchandise before you buy it. The same goes for hiring a good tax adviser, financial planner or accountant. Here we will use the term “adviser” to cover all the different types of planners, tax advisers, brokers and accountants. …

Advisory Services – How to Find a Good Accountant #103 Every year, Congress makes numerous changes to the U.S. Tax Code, many that are far too complex for the uninitiated to comprehend, let alone intelligently implement and plan for. That’s why finding a good accountant who understands your business, current tax law and practice, and all of the relevant tax code changes is more important than ever. Also, you want someone that is...

Advisory Services – Section 1244 Stock #104 If you’re contemplating an investment in a new business venture, it’s certainly somewhat risky, given the current economic conditions. Still, you may want to help a friend or relative get a new business off the ground. Unfortunately, if things don’t work out, the loss would have limited tax value under normal circumstances. To avoid this problem, you can invest in Section...