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SD MAYER INSIGHT

In-depth advice on wealth management, outsourced accounting, tax, and audit services.

Is Investing in Government Bonds a Smart Move?

Is Investing in Government Bonds a Smart Move?

Political turmoil is saturating financial market conditions. In the fall of 2018, US Treasury bonds experienced a yield rate inversion of five-year and three-year notes. They aren’t supposed to do that. The following summer, ten-year and five-year yields inverted as...

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How IRS Passive Activity Loss Rules Can Impact You

How IRS Passive Activity Loss Rules Can Impact You

If it feels like the rules for accurately filing your taxes seem to keep changing, you’re not alone or going crazy, because they are. IRS rules get implemented through the legislative process, and they can, in fact, become modified, clarified, or expanded even after...

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What You Need to Know About the Home Office Tax Deduction

What You Need to Know About the Home Office Tax Deduction

More and more small business owners work out of their homes. Home offices create an opportunity to save a tremendous amount of expenses on overhead annually. Not everyone needs to work from a separate office to see clients and to operate their business; technological...

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What Investors Should Know About Index Funds vs Mutual Funds

What Investors Should Know About Index Funds vs Mutual Funds

Mutual funds have been a popular class of investment products for many decades. Index Funds have also been around for many years, but just a bit shorter length of time. Both can generally be classified as investment-grade products and are among the safest options for...

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How Private Wealth Management Differs from Financial Planning

How Private Wealth Management Differs from Financial Planning

Financial planning is important for everyone to think about. Good money management is not dumb luck, nor is it the kind of recognizable skill that would cause your relatives to say, “Oh, that little one is going to be great with money someday!” Actionable financial...

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Should I Use a Robo-Advisor for Wealth Management?

Should I Use a Robo-Advisor for Wealth Management?

Up until about 10 years ago, robo-advisors were only available to financial services firms and advisors. However, the market crash of 2008 changed the dynamics of how investors viewed available resources for retirement and long-term financial planning. More...

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The Best Business Structures for Optimal Tax Efficiency

The Best Business Structures for Optimal Tax Efficiency

Starting a new business requires planning. You to have a strategy that is well thought out. And not every idea comes together in sequential order. Some companies start out with a vision, craft a mission statement, and then decide upon products or services to be...

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Understanding Small Business Income Tax and Other Taxes

Understanding Small Business Income Tax and Other Taxes

Taxes are one of those business topics that you can seem to never know enough about. They can be complicated. Laws change and new rules get added or modified even after new guidelines take effect. Whether you have been in business for 20 years or are just getting...

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Steps to Take In Advance of a Compliance Audit: A Timeline

Steps to Take In Advance of a Compliance Audit: A Timeline

Putting a professionally-managed compliance program into place for your company can be a challenging and complex task. Starting from scratch and getting everyone trained and tested in all regulatory topics takes time and careful planning. It can take a year or more to...

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Not Just for Seniors: When to Buy Life Insurance

Not Just for Seniors: When to Buy Life Insurance

No one really loves to discuss life insurance except perhaps, well, insurance brokers. The subject alone inherently addresses end-of-life issues and final expenses head-on. Even most of the life insurance advertisements we see in digital media or on TV don’t depict...

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529s vs ESAs: Exploring College Savings Plans

529s vs ESAs: Exploring College Savings Plans

It’s no secret that the cost of a college education has skyrocketed, and that more and more individuals are incurring significant amounts of debt in order to pay for their degrees, to the tune of about $1.5 trillion. Education is so expensive now that even with...

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SOX Compliance: What Publicly Traded Companies Need to Know

SOX Compliance: What Publicly Traded Companies Need to Know

In the early 2000s, a series of major corporate scandals destroyed billions of dollars in market capitalization and caused thousands of people to lose their jobs. The failures of top executives caused shareholder stocks to become nearly worthless. Even major...

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