Sherman L. Doll, CPA, PFS

The author is a financial planner with Capital Performance Advisors in Walnut Creek, CA.

Articles

With real estate prices so low, I'm thinking about buying a single-family home as a rental property. Is it true that I can deduct the tax loss from this type of investment against the salary from my practice?

Q&A: Deducting losses from real estate investment

I hear radio ads and see things on the internet that say there are advantages to incorporating in states that don't levy income taxes. Is that true?

Q&A: Incorporating in other states

Most of my investments are in mutual funds. A friend of mine told me that I should pay attention to a fund's expense ratio and seek funds with low expenses. What does this expense ratio include?

Author | Sherman L. Doll, CPA, PFS

Articles