Steven J. Rosenthal, CPA, CFP, JD2 minTax UpdateThe Case for Roth IRA Conversions in a Volatile MarketRoth IRA accounts are desirable retirement savings vehicles for many retirees. If you haven't yet made the conversion, now may be the time.
Steven J. Rosenthal, CPA, CFP, JD2 minTax UpdateRetirement Planning Under SECURE Act 2.0On March 29, 2022, the U.S. House of Representatives approved the Securing a Strong Retirement Act of 2022, also known as SECURE Act 2.0.
Steven J. Rosenthal, CPA, CFP, JD6 minTax UpdateBlog 3: 8 Tax Tips for SMBs In 2021Small to medium-sized businesses can recognize tax benefits or minimize tax risks using the following tips. Our tax expert, Steven...
Steven J. Rosenthal, CPA, CFP, JD3 minBusinessBlog 2: Sellers Beware - Business Valuations May Be Affected By Undiscovered Tax RisksFailure to discover tax risks can cost you thousands at closing. Here’s how to preserve your maximum business valuation.
Steven J. Rosenthal, CPA, CFP, JD3 minBusinessBlog 1: Sell Or Buy A Business In 2021 To Beat Upcoming Tax IncreasesDue to proposed legislative changes in capital gains taxes at both the federal and Washington State level, buyers and sellers of SMBs would
Steven J. Rosenthal, CPA, CFP, JD3 minBusinessTax Considerations for WA State Small to Medium Sized Businesses (SMBs) in 2021Written by tax expert, Steven Rosenthal, JD, CPA, MBA, LLM, CFP® Tax issues can give even the most well-prepared individual a headache...