Category Archives: Taxes

Insight to help you understand tax law and its impact and opportunities for management of your income, your business and your investments

Coming Tax Changes Create Incentive to Act Now

Posted on June 2, 2010 by BH&J

Most of us prefer to think about taxes only once per year. However, with significant changes coming in 2011, tax considerations of financial planning and investment management will be prominent for the remainder of 2010. Taxes on income, capital gains … Continue reading →

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The silent tax on your savings

Posted on April 6, 2010 by BH&J

Personal savings has risen significantly over the past couple years but the reward for saving is missing. With the Federal Reserve keeping interest rates as low as possible, banks have had little incentive to pay interest on savings accounts, money market … Continue reading →

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Net Operating Loss Can Be Valuable

Posted on November 10, 2009 by BH&J

Gary wrote a guest column for the South Sound Business Examiner focusing on the Roth IRA conversion opportunity specifically for business owners. Small business owners with negative taxable income due to a net operating loss in their business can convert … Continue reading →

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Roth Conversion; Unprecedented Opportunity

Posted on November 6, 2009 by BH&J

Gary’s latest monthly column in The News Tribune was published Nov. 6. Roth conversion makes sense if you meet right criteria Click on the thumbnail image to read the article This is an exceptional opportunity to potentially save thousands of … Continue reading →

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