Taxes: The Misunderstood Factor
Taxes: The Misunderstood Factor By Gil Baumgarten, Segment Wealth Management, LLC After 35 years of counseling investors, I find that certain investing factors are grossly misunderstood by many. Unfortunately, the most misunderstood is also the most important: Taxes. As the old saying goes, knowledge comes from experience, but wisdom comes from bad experience. Even experienced investors […]
Big Tax Changes Proposed but Not Likely
Big Tax Changes Proposed but Not Likely By Gil Baumgarten, Segment Wealth Management, LLC With the changing of the guard at the White House now complete, the new administration has turned its attention to our tax code. President Biden has proposed significant tax rate changes, including an increase in the highest bracket from 37% to 39.6%. […]
The Research and Development Tax Credit – Are You Taking Advantage of this most Powerful Business Incentive?
The Research and Development Tax Credit Are You Taking Advantage of this most Powerful Business Incentive? When I speak to business owners, the one question I ask is “What is keeping you up at Night”? The answers are quite varied, but the one main theme that makes it way to the top is keeping what […]
The Research & Development Tax Credit -How both the CARES Act and the Tax Credit Can Get Cash Back into Your Business!
The Research and Development Tax Credit How Both The CARES Act and the Tax Credit Can Get Cash Back into Your Business! As most everyone is aware, Congress has enacted the largest emergency aid package in U.S. history. Known as the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), This legislation provides much-needed aid to […]
The Research and Development Tax Credit -Why It Is Now More Important Than Ever To See If You Qualify
The Research and Development Tax Credit Why It Is Now More Important Than Ever to See If You Qualify The Research & Development Tax Credit is one of the most powerful tools to put into your quiver of tax planning tools. This is a Tax Credit, which means it is a dollar for dollar savings […]
Sustaining the COVID-19 Financial Crisis: Q&A with Roland C. Manuel, EA of Palm Beach Tax Group
Sustaining the COVID-19 Financial Crisis:Q&A with Roland C. Manuel, EA of Palm Beach Tax Group To support family offices in today’s challenging times, Family Office Networks spoke with Roland C. Manuel, EA who has been president and CEO of Palm Beach Tax Group since 2014. He offered insights on navigating the CARES Act for family owned and […]
The Research & Development Tax Credit What does this have to do with the CARES Act?
The Research & Development Tax Credit What does this have to do with the CARES ACT? The Research & Development Tax Credit is a permanent federal tax incentive for innovation, technical design, and manufacturing within the US. It is an incentive available to US businesses that use US labor that meet the following four part […]
The Research & Development Tax Credit The Tax Deadline Has Been Extended – Should we wait on claiming the R&D Tax Credit?
The Research & Development Tax Credit The Tax Deadline Has Been Extended – Should we wait on claiming the R&D Tax Credit? With every thing in this world being turned upside down, our country is making changes to our daily lives, and this has recently included changes to filing our 2019 taxes. The Treasury issued […]
The Research & Development Tax Credit Is Now the Time to Claim the Credit?
The Research & Development Tax Credit Is Now the Time to Claim the Credit? With all of the uncertainly going on today, market’s in turmoil, shortages on our grocer’s shelves, airline travel being curtailed, is now the time to address the Research & Development Tax Credit? Very simply, the answer is a resounding “Yes”! How […]
The Research and Development Tax Credit – How can an Architect Qualify for a R&D credit???
The Research and Development Tax CreditHow can an Architect Qualify for a R&D credit??? The Research and Development Tax Credit has been around in the US since 1981, and has gone through many changes in its almost 30 years of existence. For most of its life, the credit was on the books for two years, […]