
Maximize Miscellaneous Tax Deductions
- August 3, 2017
- Income Taxes
The IRS allows some tax deductions that do not fit into specific categories, such as whether an employee can claim the...

Markets March Ahead, Consumer Confidence Up
- August 1, 2017
- Uncategorized
Last week, markets marched ahead within a busy reporting week. The Dow rose 1.16% to close Friday on another new high....

Strong Stocks & A Falling Dollar
- July 25, 2017
- Weekly Update
Last week, the Dow, S&P 500, and NASDAQ again hit record highs. The midweek peaks fell by Friday, though market performance...

Reporting Income from Vacation Property
- July 25, 2017
- Income Taxes
Taxpayers who own summer rental properties have specific responsibilities when reporting income. They also have certain expenses they may deduct from...

Special Quarterly Update: Q2 Coming Into Focus
- July 17, 2017
- Weekly Update
Last Friday, stocks closed on more record highs. The S&P 500 rose 1.41% and the Dow climbed 1.04% – both closing...

Markets Start Second-Half of 2017 Slow
- July 10, 2017
- MarketsWeekly Update
As the country celebrated the Fourth of July last week, the markets experienced some volatility, though they finished a bit flat...

Protect Your EFIN from Fraud
- July 7, 2017
- Income Taxes
Preventing identity theft and protecting accounts filed with the IRS is a year-round responsibility for taxpayers. Thieves commonly break into tax...

Market Volatility Returns in July
- July 3, 2017
- MarketsWeekly Update
As Q2 ended, markets hit a six-week volatility high. While the tech sector declined during the week, consumer discretionary and industrial...

Markets Slide Sideways
- June 26, 2017
- Weekly Update
Last week, markets kept relatively quiet despite the continuing drop in oil prices. The S&P 500 rose by 0.21%, the Dow...

Alphavest Founder Featured on ‘Build Your Best Business’
- June 22, 2017
- Perfect Day
Eric V. Holtzclaw, serial entrepreneur and the host of “Build Your Best Business,” interviewed Alphavest founder Cokie Berenyi on his show recently...