Author archives: Jeremy Weaver

Why Cunning Investors Aren’t Duped By This Quarter’s Mammoth Tax Adjustments In Earnings

IRA, Taxes

Why Cunning Investors Aren’t Duped By This Quarter’s Mammoth Tax Adjustments In Earnings

by on Feb. 2, 2018

We are about to see the new earnings reports for some of the largest public companies in the market. Because of the new corporate income tax laws signed into law in December, companies are scurrying to account for the changes making last year’s faith and optimism become reality. It promises...
Continue Reading »

Why Cunning Investors Aren’t Duped By This Quarter’s Mammoth Tax Adjustments In Earnings

by on Feb. 2, 2018

We are about to see the new earnings reports for some of the largest public companies in the market. Because of the new corporate income tax laws signed into law in December, companies are scurrying to account for the changes making last year’s faith and optimism become reality. It promises...
Continue Reading »


Why Cunning Investors Aren’t Duped By This Quarter’s Mammoth Tax Adjustments In Earnings
Will Your Small Business Benefit From the New 20% Qualified Business Income Tax Deduction?

Taxes

Will Your Small Business Benefit From the New 20% Qualified Business Income Tax Deduction?

by on Jan. 18, 2018

In case you missed it, the President just signed new income tax laws. In fact, he signed a whale of an overhaul. Love him or hate him, he delivered on income tax. The most recent income tax overhaul is the largest tax reform and tax cut since my old hero...
Continue Reading »

Will Your Small Business Benefit From the New 20% Qualified Business Income Tax Deduction?

by on Jan. 18, 2018

In case you missed it, the President just signed new income tax laws. In fact, he signed a whale of an overhaul. Love him or hate him, he delivered on income tax. The most recent income tax overhaul is the largest tax reform and tax cut since my old hero...
Continue Reading »


Will Your Small Business Benefit From the New 20% Qualified Business Income Tax Deduction?
Two Useful Views of Tax Reform to Clarify Your Thinking

Taxes

Two Useful Views of Tax Reform to Clarify Your Thinking

by on Dec. 6, 2017

  “My tax bill may go from $100 to $3,000!” he said over the phone, in a rather concerned tone. As I listened to this single retiree, I was contemplating how to respond. It is unsettling to learn the tax reform measures in Congress may lead to an increase in taxes paid...
Continue Reading »

Two Useful Views of Tax Reform to Clarify Your Thinking

by on Dec. 6, 2017

  “My tax bill may go from $100 to $3,000!” he said over the phone, in a rather concerned tone. As I listened to this single retiree, I was contemplating how to respond. It is unsettling to learn the tax reform measures in Congress may lead to an increase in taxes paid...
Continue Reading »


Two Useful Views of Tax Reform to Clarify Your Thinking
The Death of Form 1040

Taxes

The Death of Form 1040

by on Nov. 2, 2017

  You and I are busy making predictions and judgments about the future.  Around this time of year, I am frequently engaged in predicting who will win certain college football games. Many of my friends and I enjoy watching ESPN’s Lee Corso pick the top game of the week by donning the...
Continue Reading »

The Death of Form 1040

by on Nov. 2, 2017

  You and I are busy making predictions and judgments about the future.  Around this time of year, I am frequently engaged in predicting who will win certain college football games. Many of my friends and I enjoy watching ESPN’s Lee Corso pick the top game of the week by donning the...
Continue Reading »


The Death of Form 1040
How the Tax Reform Framework Impacts Two Favorite Tax Planning Strategies

Taxes

How the Tax Reform Framework Impacts Two Favorite Tax Planning Strategies

by on Oct. 3, 2017

This week the President and Members of the House of Representatives released their framework for the upcoming tax reform push.  When the framework was released, we quickly scanned the information looking for opportunities and any threats to some of our favorite planning strategies.  We are pleased with the framework as...
Continue Reading »

How the Tax Reform Framework Impacts Two Favorite Tax Planning Strategies

by on Oct. 3, 2017

This week the President and Members of the House of Representatives released their framework for the upcoming tax reform push.  When the framework was released, we quickly scanned the information looking for opportunities and any threats to some of our favorite planning strategies.  We are pleased with the framework as...
Continue Reading »


How the Tax Reform Framework Impacts Two Favorite Tax Planning Strategies
Should You Convert Your IRA to a Roth IRA?

IRA

Should You Convert Your IRA to a Roth IRA?

by on July 28, 2016

The Roth IRA has grown in use and popularity among investors, financial planners, and CPA practitioners since its creation in August of 1997. Many times, converting your IRA to a Roth IRA can substantially reduce your income taxes over a long-term horizon. Is it right for you? Why use a...
Continue Reading »

Should You Convert Your IRA to a Roth IRA?

by on July 28, 2016

The Roth IRA has grown in use and popularity among investors, financial planners, and CPA practitioners since its creation in August of 1997. Many times, converting your IRA to a Roth IRA can substantially reduce your income taxes over a long-term horizon. Is it right for you? Why use a...
Continue Reading »


Should You Convert Your IRA to a Roth IRA?
How to Determine Reasonable Compensation in Your S-Corporation

Comprehensive Financial Planning, Taxes

How to Determine Reasonable Compensation in Your S-Corporation

by on June 30, 2016

  If you have not read my previous blog about “why” you should be concerned about paying yourself reasonable compensation as an S-corporation shareholder, please read it before you proceed to “how” you determine reasonable compensation.  As you may recall, there is substantial income tax-related risk of your S-corporation distributions...
Continue Reading »

How to Determine Reasonable Compensation in Your S-Corporation

by on June 30, 2016

  If you have not read my previous blog about “why” you should be concerned about paying yourself reasonable compensation as an S-corporation shareholder, please read it before you proceed to “how” you determine reasonable compensation.  As you may recall, there is substantial income tax-related risk of your S-corporation distributions...
Continue Reading »


How to Determine Reasonable Compensation in Your S-Corporation
Why You Need Reasonable Compensation in Your S Corporation

Comprehensive Financial Planning, Taxes

Why You Need Reasonable Compensation in Your S Corporation

by on May 6, 2016

We have clients using the S corporation form of ownership to operate their small or medium-size businesses.  Many set these up at the advice of their attorney to help protect assets from possible judgments and claims.  They also may set them up at the advice of their CPA to help...
Continue Reading »

Why You Need Reasonable Compensation in Your S Corporation

by on May 6, 2016

We have clients using the S corporation form of ownership to operate their small or medium-size businesses.  Many set these up at the advice of their attorney to help protect assets from possible judgments and claims.  They also may set them up at the advice of their CPA to help...
Continue Reading »


Why You Need Reasonable Compensation in Your S Corporation
How One Man Saved $110,000 Using This Fringe Benefit

Education Planning, Retirement, Taxes

How One Man Saved $110,000 Using This Fringe Benefit

by on May 29, 2015

We tend to forget the value of fringe benefits. What our grandparents called "luxury" we now count as expected. Take your mobile phone and data expense. Many employers provide a subsidy or expense allowance for the privilege of reaching you any and all of the time. Well, on second thought,...
Continue Reading »

How One Man Saved $110,000 Using This Fringe Benefit

by on May 29, 2015

We tend to forget the value of fringe benefits. What our grandparents called "luxury" we now count as expected. Take your mobile phone and data expense. Many employers provide a subsidy or expense allowance for the privilege of reaching you any and all of the time. Well, on second thought,...
Continue Reading »


How One Man Saved $110,000 Using This Fringe Benefit
How your special needs child might benefit from a 529 ABLE account

Comprehensive Financial Planning, Education Planning, Special Needs Planning

How your special needs child might benefit from a 529 ABLE account

by on Feb. 25, 2015

If you are a parent of a special-needs child, no doubt you have heard about the new 529 ABLE account. But like many of us who serve clients with or have special-needs family members, you might be scratching your head trying to fit this new account into your financial planning...
Continue Reading »

How your special needs child might benefit from a 529 ABLE account

by on Feb. 25, 2015

If you are a parent of a special-needs child, no doubt you have heard about the new 529 ABLE account. But like many of us who serve clients with or have special-needs family members, you might be scratching your head trying to fit this new account into your financial planning...
Continue Reading »


How your special needs child might benefit from a 529 ABLE account
  • Page 1 of 2
  • 1
  • 2

Trust and investment management accounts and services offered by PlanFIRST, an office of the Ronald Blue Trust division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

You are leaving the PlanFIRST website and going to TalkingMoneyRadio.com, an independent website not affiliated with PlanFIRST.