With the 2021 tax filing deadline over, it may be time to think about planning strategies for taxes for the rest of the year.
Wealth management professional Bill Cass provides an update on the status of tax and spending proposals in Washington.
Potential changes to stepped-up cost basis rules may emerge as lawmakers consider federal revenue needs.
There is still time for investors to implement tax-smart strategies before the close of the year.
The President’s $4.1 trillion budget proposes to eliminate sequestration, introduce new spending, and focus on tax reform
The end of the year is approaching but there are still tax-smart strategies that may be implemented.
While clients who own businesses may be focused on day-to-day business activity, they may not be planning for retirement. In fact, the Small Business Administration reported in 2012 that more than 9 million self-employed individuals lacked retirement plan coverage, and that only 19.5% of workers in firms with less than 100 employees participated in a