Billy Amberg
How Buying Tax Credits Can Help Reduce Your Tax Liability: A Guide for Businesses and Individuals
Click here to talk to Bloomwood about your finances. Foreword The state and federal tax credit markets can be quite complex. But the...
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These blogs are our thoughts on investing, markets, life, and seeking truth. My goal is to re-post helpful content, explore ideas, concepts, and prompts in a simple format that prioritizes actionable, helpful insight. We will also explore our own successes and failures as a firm in order to simultaneously promote transparency and our brand of no B.S., simple advice and investing.
Billy Amberg
- Aug 3
- 1 min
Business Owners: Solving for Employee Credit Card Debt via the 401(k)
Credit card debt is a problem in this country, and it is likely a problem for a few of your company's lower level workers. Does your...
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Billy Amberg
- Jul 28
- 3 min
Charitable Works: Charitable Remainder Unitrust Basics
Click here to talk to Bloomwood about your finances. Overview Irrevocable, tax-exempt trust Generates income for beneficiaries Provides...
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Billy Amberg
- Jul 28
- 4 min
Charitable Works: Charitable Remainder Annuity Trust Basics
Click here to talk to Bloomwood about your finances. What Is a Charitable Remainder Annuity Trust (CRAT)? Legal arrangement where assets...
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Billy Amberg
- Jul 19
- 3 min
Charitable Works: Charitable Remainder Trust Basics
Click here to talk to Bloomwood about your finances. Benefits of a CRT Reduce income taxes Reduce or eliminate estate taxes Avoid capital...
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Billy Amberg
- Jul 19
- 2 min
Market Update: '24 Mid-Year Highlights
Click here to talk to Bloomwood about your finances. Stock Market Performance Strong performance year-to-date Driven by AI enthusiasm and...
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Billy Amberg
- Jul 19
- 2 min
Market Update 7/19/24
Click here to talk to Bloomwood about your finances. Market Summary Tech Wreck: A massive software glitch caused widespread...
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Billy Amberg
- Jul 18
- 6 min
Charitable Works: Charitable Lead Trust Basics and Details
Click here to talk to Bloomwood about your finances. Basics immediately below. Details are further below. Benefits of a Charitable Lead...
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Billy Amberg
- Jul 14
- 3 min
Buyers and Taxpayers: Use a Portfolio Loan for Your Purchases and to Pay Your Taxes
In the landscape of financing, securities-based lending emerges as a compelling option for borrowers seeking liquidity without disrupting...
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Billy Amberg
- Jun 2
- 7 min
Paying Your Kids: Work Ethic and Tax Deductions
Click here to talk to Bloomwood about your finances. Imagine this: You bring your child into the family business, not just to teach them...
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Billy Amberg
- Jun 2
- 5 min
Roth Conversions Primer
Click here to talk to Bloomwood about your finances. Here's a cool Roth Conversion calculator! See how much this could mean to you! A...
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Billy Amberg
- Jun 2
- 5 min
Understanding Qualified Small Business Stock (QSBS)
Click here to talk to Bloomwood about your finances. Qualified Small Business Stock (QSBS) is a special category of stock that offers...
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Billy Amberg
- Jun 2
- 6 min
Deferred Sales Trust Primer
Click here to talk to Bloomwood about your finances. Basics There's a useful tool that many asset owners leverage called a Section 453...
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Billy Amberg
- May 13
- 4 min
Harnessing the Benefits of Backdoor Roth IRA Contributions
In the world of retirement planning, where tax efficiency and growth potential are paramount concerns, the Backdoor Roth IRA strategy...
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Billy Amberg
- May 12
- 4 min
The Hidden Costs: Administrative Fees in Retirement Plans
As we navigate the complexities of investing and saving for retirement, it’s crucial to address a topic that often goes unnoticed yet...
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Billy Amberg
- May 12
- 4 min
Demystifying the Myths of 529 College Savings Plans
When it comes to saving for education, 529 plans are a popular option, yet they are often misunderstood. Here, we dispel some common...
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Billy Amberg
- May 12
- 3 min
The 401(k) Needs to Evolve
As we navigate the complex landscape of retirement planning, it’s become increasingly clear that the traditional 401(k) plans, while...
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Billy Amberg
- May 12
- 3 min
Demystifying Goal-Based Investing: A Common-Sense Approach
In the world of investing, there’s a strategy that’s gaining traction, and it’s all about aligning your financial resources with your...
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Billy Amberg
- May 5
- 4 min
Unlocking the Power of Deferred Sales Trusts: Mitigating Taxes on Major Asset Sales
What is a Deferred Sales Trust? For business owners and investors looking to sell highly appreciated assets like a company or real...
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Billy Amberg
- May 5
- 4 min
Navigating Complex Family Dynamics in Estate Planning: Strategies and Considerations
Estate planning is a crucial process that requires careful consideration, especially in families with unique dynamics and potential...
3 views0 comments
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