The Matching Principle

In finance and accounting, there’s a principle called “the matching principle”. In the 15th Century, an Italian Franciscan friar named Luca Pacioli was the first scholar to publish a detailed

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Thinking about paying off your mortgage?

So you’ve been living in your home for a few years now and you’ve noticed that your mortgage balance is getting to an amount that you could possible pay off

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Year-end tax planning for 2016 – Part 5

What the hell just happened? Now that the elections are over for this cycle, are there any additional year end tax planning techniques that taxpayers should consider? The answer depends

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Year-end tax planning for 2016 – Part 4

This is the fourth in a series of posts covering year-end tax planning ideas for 2016.  Here we’ll discuss a grab bag of ideas covering a few different areas. Deferring

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Year-end tax planning for 2016 – Part 3

  Here in the third installment of the series of posts about year end tax planning, we’ll cover some strategies dealing with stock-based compensation. Employers that offer stock-based compensation typically

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Year-end tax planning for 2016 – Part 2

This is the second in a series of posts addressing year-end tax planning topics for 2016.  Topics addressed in this post deal mostly with various capital gain issues. As with

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Retirement Contributions – Individuals with both W-2 and SE Income

One question we receive a few times a year is whether a W-2 employee who is already covered by a retirement plan through their employer at work (for example, a

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Year-end tax planning for 2016 – Part 1

As we near the end of September and the beginning of October, it’s not too early to begin thinking about year-end tax planning for 2016. This post is the first

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