7 Tips For Being the “Boss” of Your Boss

Download Printable Article By Kristina Schneider, Executive Assistant An executive assistant is probably one of the most important support staff members that any busy professional could possibly have, regardless of his or her profession. One of the things that we hear all the time from our boss, Phil Kavesh, is that his executive assistant is actually his boss. Of course, this doesn’t give us, as executive assistants, the same kind of “power” that a normal boss might have over an employee. What being the boss of your boss means is that you are supporting your boss and directing his or…

Harvesting Capital Losses

Download Printable Article By Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA The recent volatility in the stock market should reinforce the idea that it’s not what you earn that counts, but what you keep. In 2013 the top tax rate on dividends and long-term capital gains increased from 15% to 20%. When the 3.8% surtax on net investment income is added, the total tax rate on interest, rents, dividends, annuities, royalties, non-business capital gains and passive activities can increase the total tax rate to as much as 23.8% for long-term capital gains. Over time, taxes can have a profound…

The Top 8 Mistakes Estate Planning Attorneys Make When Buying or Selling a Practice

Download Printable Article By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law If you’re an estate planning attorney, like it or not, you will exit the practice of law someday. And I’m sure if you’ve already built a good practice, you would like to see a smooth, professional transition of your clients when the time comes, as well as maximize the financial return for all of your many years of hard work. If you’re an estate planning attorney who is still building your practice, you are probably looking…

Making Meaning Out of Stock Market Noise

Download Printable Article By Jason Oshins, Financial Advisor, MBA I’m a Yankees fan. A proud one at that. The Yankees have had measured success over the long term. My favorite team of all time is the team that won the World Series in 1998. They set a record for most games won that year – they won 114 games. Do you also know what happened? They lost 48 games! Thirty percent of their games! That’s a lot of games to lose… unless you view it within the context of how many they won. August was a rough month for the…