Posts by jswanson
Time To Get Serious.
BY JOE KRISTAN, CPA, Partner, Eide Bailly
We get together to catch up with our families at Thanksgiving. When we get back from the long holiday weekend, we get together with our financial advisors and …
Read MoreGenerosity is Great, But Greater with a Tax Deduction
BY JOE KRISTAN, CPA, Partner, Eide Bailly
Giving is its own reward. Still, a tax deduction for giving never hurts.
While tax reform changes some of the rules for charitable giving, donations still have powerful …
Read MoreSatisfying Your Tastes and Preferences for Investing and Dining
BY KENT KRAMER, CFP®, AIF®, Chief Investment Officer, Foster Group
If you were asked to describe what you liked about your favorite food, where would you start? Most of us would not begin with how the …
Read MorePaying Sales Tax Isn’t Fun; Paying for Someone Else is Much Worse
BY JOE KRISTAN, CPA, Partner, Eide Bailly
Sales tax audits are the worst.
It’s not just the way some auditors seem to use Calvinball rules to determine what is taxable, or how much you should …
Read MoreGot capital gains? Zone them out.
BY JOE KRISTAN, CPA, Partner, Eide Bailly
Everybody likes investment gains. Nobody likes to pay taxes on investment gains.
There’s one sure-fire way to avoid capital gain taxes: don’t cash out the gains. That’s a …
Read MoreCarrot Cake, Portfolios, and Recipes that Deliver!
BY KENT KRAMER, CFP®, AIF®, Chief Investment Officer, Foster Group
I confess, I love my wife’s carrot cake recipe! She makes it for my birthday every year. The recipe results in a cake that is moist, …
Read MoreThat’s Entertainment! But Not a Deduction.
BY JOE KRISTAN, CPA, Partner, Eide Bailly
It’s the fourth quarter. Your team is down five touchdowns on the way to their fourth straight loss. It’s 35 degrees and raining. You aren’t having any fun.…
Read MoreBeing a Counterintuitive Investor – Do Stock Markets Follow GDP?
BY KENT KRAMER, CFP®, AIF®, Chief Investment Officer, Foster Group
The Cambridge Dictionary defines counter intuitive as “something that…does not happen in the way you would expect.” We have an intuition about something, an expectation about …
Read MoreLosing Your Ties, Losing Your Data
BY JOE KRISTAN, CPA, Partner, Eide Bailly
Rain every day. Soaked ground. Persistent minor flooding all spring. For Iowans of a certain age, this spring was enough like the one 26 years ago to make …
Read MoreIs It Time to Reconsider the C Corporation?
BY JOE KRISTAN, CPA, Partner, Eide Bailly
Grandma’s pies were the best pies.
I know, everyone thinks their grandma made the best pies, but my Grandma’s were the best. If she were still baking, she …
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