From optimizing cash flow to protecting your assets, from minimizing your financial risks to building a wealth architecture and a family legacy.
2021 has been a wild ride for investors. Just among the friends and relatives of our team here at Wealth Factory… We’ve seen a 20-something kid make a cool $500,000 after tax on the Gamestop short squeeze in January. We’ve watched a teenager make a 15,000% gain from the start of the year in a…
The two most powerful economic policy officials in the U.S. have been singing the same song about inflation for the past 3 months. “Inflation is not a problem,” they croon. But their cheery tune sounds off-key for most sensible people. After all, just look at how prices have gone up over the last 12…
(and what to do if you can’t pay your taxes) Darla thought her yoga business was going to fold last year when the pandemic hit. The building she rented shut down. No one could come to classes. And her cash flow came to a screeching halt. So she did what all great entrepreneurs do. She…
(+ How To Create More Cash Flow Without Working Harder) Taxes can get complicated, especially for entrepreneurs and small business owners. And with all the financial craziness of the past year, filing your 2020 taxes are as complex as they’ve ever been. In fact, the American Institute of CPAs (AICPA) formally petitioned the IRS this…
Every year millions of dollars go unclaimed by businesses that think they can’t take advantage of R&D tax benefits. So if you think research and development (R&D) tax credits are only for large corporations or big scientific breakthroughs, you could be missing out on some huge tax breaks for your own business. Qualifying for an…
2020 will forever be remembered as a year of major changes in how we live our lives, whether it be social distancing, or distance learning, or remote workplaces. And thanks to the Consolidated Appropriations Act of 2021 that Congress passed in late December and that Donald Trump signed into law on December 27… 2020 could…
When we hear the word “insider trading,” most people think of something illegal. Images of Martha Stewart being hauled off to jail in an orange jumpsuit start racing through our heads. But the fact is, it is not against the law to engage in insider trading. As long as you follow the rules, at least….
If you scan the financial headlines for 2020, it looks pretty grim. Whether it’s unemployment numbers… Or small businesses permanently closing their doors… Or even giant corporations filing for bankruptcy… And the list of major companies that have filed for bankruptcy so far in 2020 since the coronavirus shutdowns began is eye-opening and sobering. See…
And How to Prepare for What’s Next 2020 has been a financial rollercoaster. Early in the year, the economy looked to be strong and vibrant with historically low unemployment record highs in the stock market. By the end of February, fears over coronavirus started wreaking havoc on the market. And then in March, the financial…
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