Unfortunately (or fortunately), we’re not all tax specialists. Despite this, ultimately the responsibility for attesting to the accuracy of a tax return rests with the taxpayer, not the tax-preparer. This article outlines some key items to review before signing off… Read More
Does Broadridge Financial Count as 1042 Qualified Replacement Property for an ESOP Rollover?
What is 1042 Qualified Replacement Property When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do… Read More
Portfolio Update: Yum Brands, Disney, & Domino’s Pizza [Podcast]
The recent trades we made so far n the AMM Dividend Growth strategy during the market correction. Why Disney & Yum are now sources of cash despite us still liking them Domino’s Pizza becomes a full position Other trades involving… Read More
Does Starbucks Count as 1042 Qualified Replacement Property?
When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
Getting Started with Medicare in 2022
As you transition to retirement, Medicare becomes an important issue. The information below is designed to help you get started with Medicare in 2022. Medicare is a health insurance program for people who are 65 or older, certain younger people… Read More
Does Johnson & Johnson (JNJ) Qualify as 1042 QRP?
When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
Is BlackRock 1042 Qualified Replacement Property?
When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
Staying Invested with the K.I.S.S. Strategy
The Big Picture – Staying Invested We are strong adherents of the KISS (“keep it simple stupid”) philosophy when it comes to investing. Focus on a few things that matter: prudent asset allocation, quality of earnings and dividend growth, competitive… Read More
Our Grand Unifying Theory of Investing
The AMM Dividend Strategy launched 10 years ago in September 2011. Then in October 2013 we sent the very first AMM Dividend Letter. 8 years later you’re now reading our 50th issue! If you exclude our portfolio update emails, we… Read More
Investing in Essex’s Trophy Assets
Peter Lynch famously said buy what you know. If there are certain products or services that you love then you should see if the company is publicly traded. I don’t know if anyone truly loves their landlord but Glenn lived… Read More
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