Author: Alan Olsen

How to Avoid Capital Gains Taxes

For many of the nation’s high net worth individuals, much of their wealth comes from capital gains. Capital gains are better than income because they are taxed at a much lower percentage than other income. While capital gains taxes could

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Taxes: DIY or Hire a Professional?

Are you struggling with that ever-so-common question at this time of year: When will the sun come out again so I can play golf? Not that question. This one: Should I do my taxes myself or hire a professional? This

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When Should You Receive Your Tax Refund?

The top question on everyone’s mind at tax season is when will get my refund? After all, that’s the only incentive people really have to do their taxes. The problem is the answer is never set in stone. Despite claims

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Consider These Small Business Tips for 2017

Tax time can be stressful for any taxpayer, but if you’re a small business owner, then it can really be a huge burden. However, there are some excellent tips and ideas that can help reduce your stress levels and put

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More Reasons to Be the Early Bird When it Comes to Taxes

Tax season has already been in full swing for a couple of weeks now, but if you’re still on the fence trying to decide if you should file early or late, then perhaps some of these items will encourage you

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How Will Tax Code Changes Affect High-Net-Worth Investors?

Taxes were a huge part of President Trump’s campaign but so far the Trump administration hasn’t announced any new legislation. However, even though no big tax changes have been made to our country’s tax system they are almost certainly on

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Will New Corporate Tax Plans Hurt the U.S. in the End?

The winds of change are blowing when it comes to taxes and corporate taxes are no exception. President Trump and the House are both ready to lower the corporate tax rate in an effort to create a more business friendly

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Don’t Get Scammed This Tax Season

Thousands of people are conned out of money every tax season by scammers. The problem with these scams is that they sound very convincing and if you don’t know what to look for, then you could easily be taken advantage

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The Perfect Leadership Trio

Chip Conley, author of ” The Rebel Rules: Daring to be Yourself in Business, says your management team should consist of a brain trust that includes a “passionate visionary,” a “get-your-hands-dirty operator,” and a “responsible, finance-minded executive.” But how do

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Key Elements to Successful Teamwork

At our recent leadership retreat our team focused on two topics: Trust and accountability. After reading several books and having lively discussions for two days it became clear that a firm must have trust in order to hold people accountable.

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