facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Blog

%POST_TITLE% Thumbnail

What Does it Mean to be Fee-Only?

Because the term “financial advisor” has no standard definition and is unregulated, we hesitate to use the term at Milestone Financial Planning, LLC. However, because the term is so widely used and searched for by our prospective clients, we feel it is worth providing some context and discussion about it.

Read More
%POST_TITLE% Thumbnail

Is Your Bitcoin Transaction Taxable?

Inquiring minds at the Internal Revenue Service would like to know. The bitcoin price started around $900 last year, soared to nearly $20,000 and then fell back to about $14,000 by year-end. If you bought bitcoins (or any other cryptocurrencies), you should know that any transaction is potentially taxable.

Read More
%POST_TITLE% Thumbnail

What to Know About Becoming a C Corporation

When small business owners first heard about the new 21 percent tax rate for the C Corporation, many thought that switching to a C-Corp in 2018 would be a great way to save on federal taxes. This was especially true for those taxpayers with a high income and an effective individual tax rate above 21 percent. However, the devil is in the details, and with the new tax rules, switching to a C-Corp won’t help small businesses save on their tax bill.

Read More