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Wealth Management – Tax Time and Beyond
As a wealth management consultant and professor for over a decade, it is that time again to file our taxes. With tax filings, we must document our income, expenses, deductions, exemptions, retirement...
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Financial Careers and Strategy – The Art of Self Promotion – By: George...
Financial Careers and Career Strategy – The Art of Promotion by George Mentz, JD MBA CWM Over the years, I have studied the art of promotion. Unfortunately, if you don’t market yourself, nobody may...
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Failure to File or Pay Tax Penalties: Eight Facts
The number of electronic filing and payment options increases every year, which helps reduce your burden and also improves the timeliness and accuracy of tax returns. When it comes to filing your tax...
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The US Economy, Taxes, & the United Nations – Bold Innovations Needed – Tax...
The Economic Issues and Some Defensive Strategies and Ideas According to the WESP World Economic Situation and Prospects Report from the United Nations, the US and global economy is in a rut and having...
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Tax Benefits Increase Due to Inflation Adjustments – Inflation Adjustments
In 2012, Many Tax Benefits Increase Due to Inflation Adjustments USA — For tax year 2012, personal exemptions and standard deductions will rise and tax brackets will widen due to inflation, the...
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Investment Taxation- Long-Term Tax Rates Set to Explode – By G Mentz, Esq.
Starting in 2013, federal and state taxes hikes are set to hit many of the nations hardest working families and retirees. If you have a company or appreciated asset that you are planning to sell, you...
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10 Things to Consider before Selecting a Wealth Manager or Financial Analyst...
1. Experience – Make sure your advisor has a track record of success. 2. Accredited Education (Level 2) Preferred – Make sure your advisor has an education from a program that is accredited. Also, if...
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Where Did You Spend Money Lately? Buy Stocks in Products and Services that...
You can buy Stocks in Companies that you Patronize by: G Mentz, Esq. Recently, I was reviewing some stock charts on top performing businesses that are publicly traded. I was delightfully surprised to...
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10 Great Books and 10 Lessons Learned by George Mentz JD MBA CWM
If you’ve ever read a great business or success-related book, there are usually a few priceless nuggets in each manuscript which make it worth your time. Here are 10 of my favorite self-empowerment...
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Five Practical Books & 5 Investment Lessons – By George Mentz JD MBA CWM
If you have ever read a great wealth management related book, there are usually a few invaluable tips in each manuscript which make it worth your while. Here are 5 practical books, and a key investment...
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Tax Tips – Extensions, Credit, and More Time
Tips for Taxpayers Who Can’t Pay Their Taxes on Time If you owe tax with your federal tax return, but can’t afford to pay it all when you file, the IRS wants you to know your options and help you keep...
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Accredited Business Education – Financial Literacy and Innovation – CFPB...
Financial literacy and education is becoming central to investors and the general public alike. The CFPB Consumer Financial Protection Bureau and other global organizations are looking for answers...
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Tax Math – 60% of Nothing is Still Nothing
The other day, a reporter asked a politician how to collect more money with lower taxes. Of course, there is a very simple answer to this childish riddle. With 95% of the worlds population outside of...
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The United States & Global Economic Development and Tax Policy – by George...
The United States population is about 311 million people which represents about 4.5 percent of the worlds’ 7 billion viable consumers. For the United States to remain a world leader in business, it...
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5 Million Dollar Strategies – Exclusions and Planning by George Mentz JD MBA CWM
5 Million Dollar Strategies – Exclusions and Planning by George Mentz JD MBA CWM With less than 3 weeks before the Estate and Gift Tax rates change, Americans are speedily transferring assets so as to...
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The American Taxpayer Relief Act of 2012 – George Mentz JD MBA CWM QFP
The American Taxpayer Relief Act of 2012 – George Mentz JD MBA CWM QFP Happy New Year and Welcome to 2013. On January 1, 2013, new legislation was retroactively passed the U.S. Senate, and then later...
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Nine Tax Benefits for Parents
Nine Tax Benefits for Parents When working on your taxes this year, there are still many areas for deductions, exemptions, or itemized deductions. Your children may help you qualify for valuable tax...
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CWM Chartered Wealth Manager ™ – The World’s First Graduate Wealth Management...
CWM Chartered Wealth Manager ™ – America’s First Graduate Wealth Management Certification and Charter. CWM ® Chartered Certified Wealth Manager ® – An AAFM ® Owned and Issued Certification...
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Taxpayers Should Be Careful about Identity Theft and Taxes – IRS Reports and...
These days, you need to protect your private information. When you file your taxes, you should use a secure connection for electronic filing or go to the post office to file your paper return with...
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Wealth Management Psychology and Success – The Best Wealth and Success Books
Here are 10 Books on success and wealth that may change your life. While understanding taxes and finance are key knowledge areas, there are also many facets to the wisdom of wealth and WMP Wealth...
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