What is the long term return for 40 year investment?
Every 40 years, investment in the market can yield a 1340% increase → roughly 14.4 which is about 6.9% annual compound rate of return over 40 years!
What Do I Need to Know About IRS’s tax processing?
If you are a taxpayer, you ought to study this graphic, it shows how the IRS works. And importantly, will allow you to be more knowledgeable to the myths that are popular on social media. Be careful, you must know the difference between entertainment and information. At a detailed level, you can see your journey. For more information visit: taxpayoradvocate.irs.gov
If you are an individual, what is a way to save?
An IRA and a HSA account.
Well, this is an example of what I have done for myself this year. I have maximized my HSA contribution earlier in the year. As you may know, this is one of the best investment accounts to have.
If you are a small business, what is a way to save?
SEP IRA - was not right for me, it may be right for you.
SIMPLE IRA - this is the first investment tool I used when I started my first law firm in 2013. In a matter of time, I was able to roll it into a different type of account. Now, I only invest in my i401k account. See below!
i401k - this is my current investment tool that I use. It has been opened up for those individuals with a small business!
What brokerage do you recommend and why?
Charles Schwab, because I was recommended by my good friend Mr. Marshall when I was a younger lawyer.
My HSA is held with Fidelity Investments. In addition, I do hold mutual funds/ investment products from American Century & Invesco.
Did you know there is a Taxpayer Bill of Rights?
The Right to Be Informed
Taxpayers have the right to know what they need to do to comply with tax laws. They are entitled to clear explanations of the law and IRS procedures in all tax forms, instructions, publications, notices, and correspondence. They have the right to be informed of IRS decisions about their tax accounts and to receive clear explanations of the outcomes.
The Right to Quality Service
Taxpayers have the right to receive prompt, courteous, and professional assistance in their dealings with the IRS, to be spoken to in a way they can easily understand, to receive clear and easily understandable communications from the IRS, and to have a way to file complaints about inadequate service.
The Right to Pay No More Than the Correct Amount of Tax
Taxpayers have the right to pay only the amount of tax legally due and to have the IRS apply all tax payments properly.
The Right to Challenge the IRS’s Position and Be Heard
Taxpayers have the right to raise objections and provide additional documentation in response to formal IRS actions or proposed actions, to expect that the IRS will consider their timely objections and documentation promptly and fairly, and to receive a response if the IRS does not agree with their position.
The Right to Appeal an IRS Decision in an Independent Forum
Taxpayers are entitled to a fair and impartial administrative appeal of most IRS decisions, including many penalties, and have the right to receive a written response regarding the Office of Appeals’ decision. Taxpayers generally have the right to take their cases to court.
The Right to Finality
Taxpayers have the right to know the maximum amount of time they have to challenge the IRS’s position as well as the maximum amount of time the IRS has to audit a particular tax year. Taxpayers have the right to know when the IRS has finished an audit.
The Right to Privacy
Taxpayers have the right to expect that any IRS inquiry, examination, or enforcement action will comply with the law and be no more intrusive than necessary, and will respect all due process rights, including search and seizure protections and a collection due process hearing where applicable.
The Right to Confidentiality
Taxpayers have the right to expect that any information they provide to the IRS will not be disclosed unless authorized by the taxpayer or by law. Taxpayers have the right to expect the IRS to investigate and take appropriate action against its employees, return preparers, and others who wrongfully use or disclose taxpayer return information.
The Right to Retain Representation
Taxpayers have the right to retain an authorized representative of their choice to represent them in their dealings with the IRS. Taxpayers have the right to be told that if they cannot afford to hire a representative they may be eligible for assistance from a Low Income Taxpayer Clinic.
The Right to a Fair and Just Tax System
Taxpayers have the right to expect the tax system to consider facts and circumstances that might affect their underlying liabilities, ability to pay, or ability to provide information timely. Taxpayers have the right to receive assistance from the Taxpayer Advocate Service if they are experiencing financial difficulty or if the IRS has not resolved their tax issues properly and timely through its normal channels..
Locations
53 Calle Palmeras, Suite 601,
San Juan, PR 00901
10201 W Sample Road,
Coral Springs, FL 33065
© 2026
All Rights Reserved | Abogado Push | Privacy Policy
Locations
53 Calle Palmeras, Suite 601,
San Juan, PR 00901
10201 W Sample Road,
Coral Springs, FL 33065
add a title
Add a link
Add a link
Add a link
add a title
Add a link
Add a link
Add a link
add a title
Place an image or any other element you want
Add a link
Classes
