Why Offering a Retirement Plan Strengthens Your Business and Supports Your Team For many small business owners, day-to-day operations consume most of the time and energy available. Marketing, payroll, inventory, […]
Small Business Retirement Plans: Options, Benefits, and Tax Advantages Read More »
By Marcus Dickerson Construction business owners work in a world of timelines, budgets, and results that can be measured in concrete terms. You know when a project is profitable. You
Most Owners Leave Money on the Table When They Sell a Construction Business. Here’s Why. Read More »
By Marcus Dickerson For many families, charitable giving is about much more than generosity. It’s also about leaving a legacy, aligning money with values, and doing so in a way
CRUTs, CRATs, and CLATs: Blending Charitable Giving With Smart Planning Read More »
If you’re preparing to sell a business, offload highly appreciated stock, or cash out of a long-held real estate or crypto position, you’re likely facing a significant capital gains tax
Planning for an Exit? How to Minimize Capital Gains Taxes and Maximize What You Keep Read More »
This guide will explore how tax filing may look different this tax year and what you can do to prepare. Remember that this guide is for informational purposes only and is not a replacement for real-life advice, so consult your tax, legal, and accounting professionals before modifying your strategy.
The Tax Brackets
The tax brackets are 10, 12, 22, 24, 32, 35, and 37 percent. Here are the tax brackets and the corresponding income ranges:
4055 Dowlen Road, Ste 111 Beaumont, TX 77706 Series 7, Series 66, AAMS Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information.
What’s My 2024 Tax Bracket? Read More »
In today’s rapidly evolving digital world, financial scams are more pervasive than ever. Scammers are getting more creative, employing a wide range of tactics to trick unsuspecting individuals out of
The Top 5 Financial Scams You Should Know About
(and How to Protect Yourself) Read More »
For many of us, the memory of the 2008 market crash is fading, but the lessons it imparted remain crucial. Those who held onto their investments through the turbulent period
“Riding Out the Storm: How Staying Invested Through Market Downturns Pays Off” Read More »
If you have a retirement account or expect to inherit one, staying informed about the latest IRS regulations is crucial. In July 2024, the IRS released new Finalized Regulations on
Understanding the IRS’ New Rules on Retirement Accounts: What You Need to Know Read More »
Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may
Rebalancing Your Portfolio Read More »
