James S. Falcone
Is It Safe to Have a Registered Investment Advisor Manage My Retirement Savings?
Can you trust an RIA with your retirement savings? Learn how RIAs provide safety, transparency, and personalized guidance.
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Steven J. Rosenthal, CPA, CFP, JD
2 min read
Tax Loss Harvesting: Maximize Tax Savings on Your Investments
Unlock the power of tax loss harvesting to offset capital gains, reduce taxes, and optimize your investment portfolio throughout the year.
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Steven J. Rosenthal, CPA, CFP, JD
2 min read
Out-of-State Property Taxation
Out-of-state real estate investments can offer diversification but come with tax implications. Learn how to invest tax-efficiently.
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Fulcrum Wealth Advisors
4 min read
Is The Timing Right to Sell Your Business?
Interest rates are up, lending requirements are tougher…is now the time to sell your business?
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Steven J. Rosenthal, CPA, CFP, JD
2 min read
New Capital Gains and Estate Tax Planning Challenges with Grantor Trusts
The IRS's Revenue Ruling 2023-2 introduces fresh complexities to estate tax planning, grantor trusts, and capital gains.
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James S. Falcone
5 min read
Mastering Sudden Wealth Management: Tips and Strategies for Financial Success
Discover the ultimate guide to managing sudden wealth in our latest blog. From budgeting techniques to investment strategies, learn how to m
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Fulcrum Wealth Advisors
3 min read
Active vs. Passive Asset Management—What’s the Difference?
Active and passive asset management strategies are different in terms of risks, returns, flexibility, and more. Which is right for you?
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Fulcrum Wealth Advisors
4 min read
Understanding Mergers and Acquisition Planning
Read about mergers and acquisitions, why they happen, and the five step planning process.
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Fulcrum Wealth Advisors
4 min read
Why Cash Flow is More Important than Profits
Many equate the success of a company to its reported profits. While profits are good, they do not represent the financial standing of any...
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Steven J. Rosenthal, CPA, CFP, JD
6 min read
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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