Estate planning is a vital component of financial management, ensuring that your assets are protected, your wishes are honored, and your loved ones are taken care of when you can no...
Investing $1,000 may not seem like a significant sum in the world of finance, but it can be a crucial step toward building wealth and achieving your financial goals. The key to successful...
Investing in a child's future is a gift that keeps on giving. One way to help secure their financial well-being is by making tax-free investments on their behalf. These investments...
Financial freedom is a dream for many, but it often remains elusive due to a lack of understanding about the different levels of financial independence and how to reach them. This...
Posted by Rosovich & Associates, Inc. on 09/30/2023
In June 2018, the United States Supreme Court issued a landmark decision in the case of South Dakota v. Wayfair, Inc., fundamentally altering the landscape of sales tax collection...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 09/22/2023
Individual Retirement Accounts (IRAs) offer tax-advantaged ways to save for retirement, but not all IRAs provide the same tax benefits. One specific type of IRA that often confuses...
Posted by Pat Raskob on 09/22/2023
The United States legal system comprises multiple federal circuits, each responsible for handling appeals and cases from a specific geographical region. The 9th Circuit Court stands...
Posted by Rosovich & Associates, Inc. on 09/22/2023
Trusts are powerful financial tools that enable individuals to manage and distribute their assets according to their wishes while potentially minimizing estate taxes and probate processes....
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 09/13/2023
Navigating the intricate landscape of tax credits is a fundamental aspect of strategic financial planning for businesses and individuals. Among the myriad tax incentives available,...