Partner, Steven Leininger, CPA/PFS discusses tax rates and phase outs for 2013.
Advice & Insight
Partner, J. Haden Werhan, explains the impact of the fiscal cliff on dentists and dental team members in this online article published by Dentistry iQ. Click the link below to read the article:
Each year, Director of Research for the BAM Alliance, Larry Swedroe, takes a look back at the investing lessons the markets provided for the year. Click here to read his take on 2012:
By J. Haden Werhan, CPA/PFS as seen in Dentistry iQ, November 19, 2012
We have two people to thank for the term “fiscal cliff”: Alec Phillips, a Goldman Sachs economist, and Ben Bernanke, the Federal Reserve Board chairman. The bottom line is that if nothing is done legislatively before the big ball drops over Times Square on New Year’s Eve, we will have driven off the fiscal cliff just as Susan Sarandon and Geena Davis did in the final scene of Thelma & Louise. Fortunately, Congress is no stranger to retroactive tax legislation, so the reality is that if they hit the rewind button, Thelma & Louise could magically fly back up to solid ground, surrender to detective Hal Slocum (Harvey Keitel) and face the consequences of their actions. What a novel concept!
During a weak global economy and uncertain financial markets, many investors tout the benefits of holding gold. Some proponents claim that gold deserves a significant weighting in most investors’ portfolios. Gold’s often-cited portfolio benefits include a strong long-term return, a hedge against inflation, and safe haven during turbulent times. But does the evidence build a case for holding gold as a separate asset class? Let’s look at historical returns for the answers…
You may read in the popular press a dizzying array of wealth “treatments,” including the debate on whether active or passive investing is the best tactic. We recommend turning the comparison on its head. Why are you investing to begin with? Once you’ve answered this question, the debate is already over. Passive investing is sensible investing, regardless of particular market conditions. Now let’s explain why.
Partner, Barry Oliver, CPA/PFS recently appeared in Medical Economics with an insightful article that helps doctors with their tax strategies. Click on the link below to read more:
Principal J. Haden Werhan, CPA/PFS writes about 2012 tax law changes in a recent article for The Progressive Orthodontist magazine. To read more, click the link below:
Registration has been extended until March 15th for dentists interested in attending “The Business of Dentistry” continuing education course in Kauai, Hawaii. The course is being sponsored by the Academy of Dental CPAs and Dr. Charles Blair, and it runs from June 17-23 in Kalapaki Bay, Kauai. Check out the registration information and give us a call if you are interested in attending.