Matt Costa, CPA, CERTIFIED FINANCIAL PLANNER

08/15/2024

Join Tax Director Michael W. Brewer, CPA, and Graham Mull, CFP,  from Foundation Wealth on August 21st at 12 pm ET to learn how to offer a competitive benefits package that keeps your employees engaged and financially secure while ensuring the plan operates smoothly and cost-effectively. 

11/14/2022

Late last week, one of the largest cryptocurrency exchanges, FTX, filed for bankruptcy. From the sound of it, defrauding investors occurred and jailtime should happen for some of the firm’s leadership. I have seen a...

11/14/2022

High inflation will raise more than 50 tax provisions for 2023 including tax rates and standard deductions. See below for a select summary of Revenue Procedure 2022-38 and Notice 2022-55 which detail those adjustments...

08/10/2022

A client recently asked me “what is an inverted yield curve?”

It’s a great question! Check out our latest blog post to learn more

There has been extensive discussion over the last few weeks over an “inverted” yield curve, so what is it exactly?Bonds and yield curves are interrelated. In short, a bond is an agreement stating that if you give a...

05/18/2022

It’s been a busy year already for financial markets and the economy with the biggest items obviously being inflation, the war in Ukraine, and the ongoing COVID pandemic impacting supply chains. Here are some thoughts that may impact your financial planning

Inflation, The War in Ukraine, Deglobalization

05/03/2021

I did another video with Peter Palsen to comment on popular internet tax strategies for digital currency investors. I hope you learn something interesting!

In this two-part series, Peter Palsen and Matt Costa explain their thoughts on cryptocurrency as professionals in finance. The first part of the video will c...

03/25/2021

I recently joined Peter Palsen of Frost Tax Law to discuss the taxation of cryptocurrency. Check it out if you are interested in the topic!

We’ll discuss the current IRS guidelines for cryptocurrencies like Bitcoin, Ethereum, Binance, Cardano and more. In today’s video of Taking Shelter w/ Peter ...

01/05/2021

I wrote this with the recent price rise. Perhaps it can help you

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