by Louis Benjamin Carpenter, III, CFP®,CPA Happy Holidays to all. As you already know, the Tax Cuts and Jobs Act of 2017 (TCJA) was enacted at the end of last year and generally takes effect for 2018 and later years. The … Read More
Divorce is ranked as one of the most disruptive, stressful, and difficult experiences a person can go through in their life. Even in the best-case scenario where both parties agree to mutually separate, the actual process of splitting up two lives physically and financially can be quite … Read More
The long-running debate on whether a backdoor Roth is legal is over. While the Backdoor Roth IRA strategy has been employed by high-income individuals since 2010, its legality was questioned by some because of the IRS step doctrine. With the … Read More
Phishing scams can wreak havoc on your finances by tricking you into providing thieves with personal identifiable information through fake websites or even over the phone. It used to be that phishing was limited to emails received from what appeared … Read More
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, … Read More