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By

Cindy Alvarez
Avoiding taxes by hiding money or assets in unreported offshore accounts is on the Internal Revenue Service’s “Dirty Dozen” tax scams for 2018. It doesn’t matter if the money parked offshore is real or virtual, the IRS is coming after all global tax dodgers. Identifying and enforcing a U.S. tax regime for a global marketplace built around...
As a business owner, you have options for retirement plans that in most cases, reduce your taxable income. Whether you’re self-employed, or a small business owner with valued employees you want to reward, employer-sponsored IRAs may be a better fit over more complicated 401(k) plans for building nest eggs on a tax-deferred basis. While there are many...
Like everything in life, moderation is the key to a long-term investment strategy. But when it comes to reviewing short-term investment rates of return, we tend to become greedy. It’s common for a client to compare their portfolio return to what they see on the news. Last year when the S&P 500 had a banner...
Always prone to wild price swings, speculation turned south on bitcoin in the first quarter of 2018. Where it goes from here is unknown. On February 2, 2018, CNBC.com reported three bitcoin skids amid a broad cryptocurrency sell-off. The quarter-end brought further disheartening news of bitcoin hitting its worst first quarter in history with over $119 billion wiped from...
Markets have been rattled this Spring as talk of a looming trade war between China and the United States added to market volatility. In March, the Administration announced $60 billion in tariffs for Chinese imports, with a detailed list of products to be further identified by the Commerce Department. China threatened to retaliate by imposing...
Original article by Stephen J. Entin at The Tax Foundation Stephen Entin, a Senior Follow at The Tax Foundation, recently wrote about the increase in interest rates, likely due to the passing of the Tax Cuts and Jobs Act (TCJA), and drew a number of conclusions: Pro-growth provisions in TCJA are expected to raise returns...
The year 2018 started strong with a tax reform boost on January 1. Since then, the market and economic news has become decidedly more worrisome. To many, it looks like too many pieces are pushing and pulling the economy in different directions, and the result is fear. To fear less, we need to learn more. By...
Clients and guests joined members of the Wambolt team at the Chocolate Therapist in Littleton, Colorado, for an evening of wine & chocolate pairings. Guests shared savory appetizers from Smokin Fins Grill, while sampling a mix of handcrafted chocolates paired with just the right variety of wines. Each guest also received Wambolt’s Survivorship Planning Guide....
Wealth needs to be protected. But in the wealth management arena, the term “asset protection” has different meanings and uses as it shores up capital against various threats. All lead to the same result, though: an asset protection plan that protects your hard-earned capital from bad actors in our litigious society. While the majority of...
Dear Clients and Friends, With the recent Equifax data breach, we want to provide you with some information that will help you and your family protect your identity, data, and assets. We would first like to address how cyber-criminals use stolen data. When it is personal data such as social security numbers, dates of birth,...
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