Affordable Care Act Individual Mandate

You have your business tax return in hand ready to sign when you notice the note on the form next to the sign here line: “Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct,…

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What Will You Need to Retire?

Hopefully you have prepared a model that calculates what your annual retirement contributions and other savings and investments will accumulate to by your planned retirement date. If you haven’t, in the previous edition a model for long term planning, projecting and monitoring asset accumulation was addressed. One such model may be downloaded from Alegriacpas.com.

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Financial Fraud, Scams & Deceptive Fund Raising

Experts in financial fraud have identified the profile of a financial fraud victim: Male, age 55-62, married, an accredited investor (meaning they have wealth over $1 million excluding residence and mortgage and/or annual income over $200,000 individually or $300,000 including spouse in each of the last two years), have an above average understanding of financial…

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