Steven J. Rosenthal, CPA, CFP, JD
Blog 3: 8 Tax Tips for SMBs In 2021
Small to medium-sized businesses can recognize tax benefits or minimize tax risks using the following tips. Our tax expert, Steven...
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Steven J. Rosenthal, CPA, CFP, JD
3 min read
Blog 2: Sellers Beware - Business Valuations May Be Affected By Undiscovered Tax Risks
Failure to discover tax risks can cost you thousands at closing. Here’s how to preserve your maximum business valuation.
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Steven J. Rosenthal, CPA, CFP, JD
3 min read
Blog 1: Sell Or Buy A Business In 2021 To Beat Upcoming Tax Increases
Due to proposed legislative changes in capital gains taxes at both the federal and Washington State level, buyers and sellers of SMBs would
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Steven J. Rosenthal, CPA, CFP, JD
3 min read
Tax Considerations for WA State Small to Medium Sized Businesses (SMBs) in 2021
Written by tax expert, Steven Rosenthal, JD, CPA, MBA, LLM, CFP® Tax issues can give even the most well-prepared individual a headache...
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Jonathan V. Bever
11 min read
Return of the Bull blog 1
Inflation and the Big Mac Negative yields Common-sense: Makes-sense: Non-sense. Using common sense, a few charts, discipline,...
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Fulcrum Wealth Advisors
9 min read
A return to volatility #7 – Goldilocks and the return of the bull: (neither too hot nor too cold)
Casey Stengel "Never make predictions, especially about the future." We will heed his advice. In the following pages, we are going to...
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Jonathan V. Bever
11 min read
A Return to Volatility #6
This is our 6th addition to the Return to Volatility. We will try to tie together some of the concerning issues over the last 2 years
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Fulcrum Wealth Advisors
3 min read
NY Extends Grace Periods if COVID-19 Pandemic Creates Financial Hardship
A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the...
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Fulcrum Wealth Advisors
2 min read
SARS Coronavirus (COVID-19)
Fulcrum Wealth Advisors, like most firms, has been fielding many calls about this current market situation. Many people are asking about...
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Fulcrum Wealth Advisors
8 min read
A Return To Volatility 2020 #5
Written by: Jonathan V. Bever Typically, a dollar today is worth more today than tomorrow (inflation), but what if a dollar is worth more...
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Fulcrum Wealth Advisors
10 min read
The Very Big Picture
The very big picture: The long-term valuation of the market is commonly measured by the Cyclically Adjusted Price to Earnings ratio, or...
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Fulcrum Wealth Advisors
5 min read
A return to volatility Part IV
Written by: Jonathan V. Bever It is now August; again, I find myself in Tokyo for a series of meetings. While I have friends here who are...
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Fulcrum Wealth Advisors
3 min read
Art as an Investment
Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional...
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Fulcrum Wealth Advisors
6 min read
Return to volatility: Part III-Why?
Written by: Jonathan V. Bever This is a follow up blog the last blog, “Return to Volatility: Part II”. As I sit in a swank coffee shop in...
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Fulcrum Wealth Advisors
5 min read
The Return to Volatility: Part II
Written by: Jonathan V. Bever Investing from the end of the diving board When I wrote a “Return to Volatility” last February, there was...
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Fulcrum Wealth Advisors
4 min read
A tide in the affairs of men (Return to volatility #1)
Written by: Jonathan V. Bever There is a tide in the affairs of men, which taken at the flood, leads on to fortune. Omitted, all the...
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