Terry Pasket, CFA®, EA

Newsletters

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Disability Income Insurance

How much Disability Income Insurance do you need?
Savings Accumulation

Estimate the future value of your current savings.