by Robert Cox | Sep 21, 2021 | Tax
Real estate that is owned, inherited, purchased, or sold, is quite possibly the largest single investment that an individual will own in their lifetime. It is important to avoid any tax traps with the transfer of this asset. Too often I hear from a client “I just...
by Robert Cox | Jun 15, 2020 | Tax
Recent events have caused the value of retirement accounts to plummet because of downturns in the stock market. There may be a silver lining if you have a traditional IRA. This may be a great opportunity to convert your traditional IRA to a Roth IRA and reduce your...
by Robert Cox | Dec 5, 2019 | Construction, Professional Services
I have had the wonderful opportunity to spend a few days in Nashville Tennessee at a Construction and Real Estate Conference. I am learning that ya’ll is singular and all ya’ll is plural 😊. One of the presentations was an economist that showed recent data and...
by Robert Cox | May 30, 2019 | Tax
Recently I was talking to a friend/client that is an engineer. We were discussing some of the tax law changes, that went into affect in the 2018 tax year, and how it will affect his engineering firm. After we went over some of the tax law changes, he stated “You must...