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Articles

Top 10 Tax Planning Ideas for 2019
As many of you know, I enjoy providing helpful tips for our newsletter and website.  I was on an AICPA Webinar hosted by Robert Keebler, CPA/PFS and he shared some great tax planning ideas for 2019.  Given that the Tax Cuts and Jobs Act of 2017 has some sections that are permanent and some that are temporary, I […]
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CBO Report Looks at Effect of Raising the Federal Minimum Wage
The federal minimum wage (FMW), currently $7.25 per hour, hasn’t increased since 2009—the longest stretch with no federal increases since 1938, when the minimum wage was created. Several presidential candidates as well as proposed House Bill H.R. 582, Raise the Wage Act, would raise the FMW. What effect would a wage increase have on wage […]
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Employee Stock Ownership Plan (ESOP)
Written By: Scott A. Bishop, MBA, CPA/PFS, CFP® What is an ESOP? An employee stock ownership plan (ESOP) is a type of qualified defined contribution plan that you can use to help fund your employees’ retirement. An ESOP can be a stock bonus plan, or a combination stock bonus plan and money purchase pension plan. […]
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Using Options in Your Financial and Investment Plans
Introduction The trading and tax rules for options are complicated, to say the least. The knowledge needed to truly understand options before starting to trade them or use them as a planning tool are also complicated.  In terms of tax ramifications, the tax consequences of an options transaction depends on many factors, including the investor’s […]
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STA Money Hour – Special Episode on Business Exit or Succession Strategy – Getting YOUR Deal DONE!
On February 9th, 2018, a special edition of the STA Money hour will air where Scott Bishop will be talking to Vibhu Sharma, who successfully sold his software and consulting company.  For those of you that are business owners that have not gone through this process, or are looking at a succession plan, this episode […]
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Upcoming Event – Business Transitioning: Wrestling a Deal to Close

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Eleven Ways to Help Yourself Stay Sane in a Crazy Market
In order to keep your Financial Plan on track, you need to have a sound and disciplined investment plan.  That sounds easy and logical, but as Stephen Covey said, “Common sense is not always common practice”. Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. […]
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Sustainable Portfolio Withdrawal Rates
What is a sustainable withdrawal rate? A withdrawal rate is the percentage that is withdrawn each year from an investment portfolio. If you take $40,000 from a $1 million portfolio, your withdrawal rate that year is 4% ($40,000 divided by $1 million). However, in retirement income planning, what’s important is not just your withdrawal rate, […]
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Bond Strategies In A Rising Interest Rate Environment
So what’s the problem? Bond investing for many has never been more difficult, but not for the reason many think. Central bankers around the globe began aggressive campaigns of monetary interventions following the financial crisis in 2008. These unprecedented measures to stabilize capital markets and induce economic expansion in developed countries have had far reaching […]
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Creating an Estate Plan Around a Prenup
July 11, 2014 9:39 a.m. ET (Reprinted from the Wall Street Journal) The man had inherited his father’s business when he was in his 30s and spent the next few years growing it into a $6 million company. When he later got engaged, he was concerned about keeping this increasingly valuable asset in the event of a […]
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