Planning as the pandemic response evolves
The federal response to the pandemic continues to evolve, creating considerations for financial planning.
Tag: taxes
Year-end deadline approaches for opportunity zone tax break
Under a program created by the Tax Cuts and Jobs Act, investors can receive a tax break on capital gains if they invest those gains in an opportunity zone.
LGBT couples may have to navigate unique planning considerations
The path to achieve many financial goals, such as estate planning, may present specific challenges for LGBT couples, particularly those who are not married.
Three year-end planning reminders for investors
Despite the ongoing tax reform debate and potential for change, there are some key year-end planning considerations and deadlines that remain for 2017.
What we might expect with a Trump administration agenda
Now that the election is over, many investors are focused on what’s next for policy items.
Budgets, taxes, and debt on the ballot in 2016
The presidential candidates on the ballot in November take tax reform and spending policies in much different directions.
Presidential nominees take a different stand on taxes
The two party’s presidential nominees in the 2016 U.S. election have very different views on tax reform.
How much do you really pay in taxes?
With a system that includes seven marginal tax rates, numerous surcharges, and an alternative minimum tax it can be difficult to determine a total tax bill.
Federal budget deficit projections may signal higher taxes
Growing federal budget deficits may result in possible tax increases, influencing retirement planning
Five tax-smart planning strategies for 2016
A new year brings opportunity to review tax planning strategies.