Temporary Payroll Tax Deferral: What You Need to Know
TWC 11 | Changing Local Tax Residency

September 9, 2020  |  

Changing Your State And Local Tax Residency With Daniel Kelly

Changing your residency is not as simple as packing your bags and moving into a new house. There are important tax considerations that you have to think about, especially if you want to avoid a heavy tax burden. Helping you navigate the world of relocation and the tax implications thereof, host Charles P. Boinske invites over to the show Daniel Kelly, the senior associate in Hodgson Russ’ Tax Practice. In this episode, Daniel sheds light on the things […]

TWC 10 | Diversification Myths

August 26, 2020  |  

The Myths Surrounding Diversification And The Value Of Well-being Advisors With Meir Statman

The financial world can be quite overwhelming. There is so much information out there that it can be easy to get carried away by it all and forget what really matters. In this episode, Charles P. Boinske interviews Meir Statman, Glenn Klimek Professor of Finance at Santa Clara University, to help cut through the noise by breaking down the five myths about diversification and reminding us not to lose ourselves by explaining why good financial advisors […]

TWC 9 | Evidence-Based Investing

August 12, 2020  |  

Making A Case For Evidence-Based Investing With Robin Powell

An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and given the proper amount of time to learn about. Speaking about this very important subject, Charles P. Boinske, CFA interviews The Evidence-Based Investor, Robin Powell, to talk about evidence-based investing, how he is building the case for it around the world, and why he thinks the industry has a long way to […]