At M.J. Smith & Associates, we help our clients create financial and life plans that reflect their unique situations while supporting and celebrating their hopes and goals. Our goal is to help you lead the life you choose by providing the competent, ethical financial advice you may need to be successful in today’s volatile markets.
Our professional team of advisors is experienced at integrating tax1, investment, and financial strategies into thoughtful, holistic financial plans. In addition, as a Registered Investment Adviser, we act as fiduciaries, placing our clients’ best interests ahead of our own.
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Last month, the IRS released proposed regulations regarding the new 20 percent deduction on qualified business income (QBI) for passthrough businesses. This post describes at what the new regulations state, including what categorizes a Specified Service Trade or Business (SSTB), which are not eligible for QBI deduction if they have higher income.
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A new tax deduction from the recent Tax Cuts & Jobs Act is a huge tax break for many business owners, yet complicated to understand. In this post we will look closely at what the 199A deduction is, what it means for businesses, and how to use strategies to help optimize deductions.
Read MoreLast month, the IRS released proposed regulations regarding the new 20 percent deduction on qualified business income (QBI) for passthrough businesses. This post describes at what the new regulations state, including what categorizes a Specified Service Trade or Business (SSTB), which are not eligible for QBI deduction if they have higher income.
Read MoreA new tax deduction from the recent Tax Cuts & Jobs Act is a huge tax break for many business owners, yet complicated to understand. In this post we will look closely at what the 199A deduction is, what it means for businesses, and how to use strategies to help optimize deductions.
Read More
This last of a two-part post explains some of the ways the industry applies an organization’s Environmental, Social and Governance (ESG) ratings into sustainable investment strategies. It discuss how investors can incorporate a range of investment solutions that utilize these strategies to varying degrees.
Read MoreLast month, the IRS released proposed regulations regarding the new 20 percent deduction on qualified business income (QBI) for passthrough businesses. This post describes at what the new regulations state, including what categorizes a Specified Service Trade or Business (SSTB), which are not eligible for QBI deduction if they have higher income.
READ MORE
