EVALUATING HEALTH INSURANCE OPTIONS

Evaluating Health Insurance Options One of the most challenging financial tasks for many Americans is evaluating health insurance and the different options they are presented with.  This comes [...]

UNT’s Retirement Plan Options All full-time employees of the University of North Texas (UNT) are enrolled in either the TRS (Teacher Retirement System of Texas) or the ORP retirement plans.  The [...]

About the Equifax Security Breach On September 7, the credit bureau Equifax announced criminals had breached its computer security systems and obtained sensitive information for more than [...]

Is Tax Advice Tax-Deductible? Occasionally people who are considering paying for tax advice want to know if it is tax-deductible. Since Congress has complicated the tax code to the point where it [...]

In the world of investing for retirement, people often discuss whether it is best to contribute to a Roth IRA or Traditional IRA. The standard advice is a Roth IRA makes the most sense for those [...]

Employer Stock Grants (the Good, the Bad, and the Ugly) Corporations typically try to align the interests of the employees with those of the shareholders.  The employees of a business have a [...]

The Benefits of Giving Stock to Charity American taxpayers are often very generous, giving money to their church or favorite charity.  One of the most tax-efficient ways to give to your charity [...]

In addition to representing clients before the IRS, Cates Tax Advisory is pleased to provide free Notary Public services for advisory clients.  If you are an advisory client and need a notary, [...]

A Roth IRA is one of the best retirement accounts available to taxpayers.  A Roth IRA is essentially a Congress-created and IRS-sanctioned tax shelter!  Once a person puts money into a Roth IRA, [...]

Dividends vs. Capital Gains: Which Way to Invest? There has long been a debate in the investment world about whether it is better to invest in dividend paying stocks or mostly disregard dividends [...]