Most of us associate 529 accounts as college savings vehicles. They are flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. But did you know that a 529 can be a powerful...
The end of the year is quickly approaching and let’s hope that as a smart business owner, you’ve been meeting with your accountant throughout the year and taking steps to minimize your taxes. It’s only your biggest expense, right? It could be as much as 20 percent or...
End of year is fast approaching and it’s time to get your books in order. For many business owners, the thought of year-end accounting is overwhelming – what do you need to do to get your books in tip-top shape for year-end? 1. Get your books up-to-date: Many small...
Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the...
This year, Bernath & Rosenberg was proud to sponsor eCore – Executive Conference on Real Estate – an exclusive event connecting multi-family real estate executives, owners/landlords and operators with deal-making experts and opportunities....
When it comes to tax and important documentation knowing whether to keep it or shred it is important. We’ve compiled information to help you with this important task. Are you a “pack rat” or a “purger” when it comes to personal documents? The best approach is...