How to be smart about taxes in the year ahead
With the 2021 tax filing deadline over, it may be time to think about planning strategies for taxes for the rest of the year.
Tag: capital gains
Year-end planning review checklist
A checklist can help investors assess personal finances for a year-end planning review to determine if action is needed.
Wealth management in the context of a fluid situation in Washington
Wealth management professional Bill Cass provides an update on the status of tax and spending proposals in Washington.
Three options to change stepped-up cost basis rules
Potential changes to stepped-up cost basis rules may emerge as lawmakers consider federal revenue needs.
Change in administration may mean tax changes
With uncertainty around the upcoming elections, it is not clear what types of tax changes may be implemented under a new administration.
Strategies to reduce AMT
About 4 million taxpayers each year get hit with the alternative minimum tax. Yet there are strategies for investors to try to mitigate or avoid the AMT.
Consider strategies to take the bite out of the tax bill
There is still time for investors to implement tax-smart strategies before the close of the year.
New spending initiatives, tax reforms in White House budget
The President’s $4.1 trillion budget proposes to eliminate sequestration, introduce new spending, and focus on tax reform
There is still time to be tax-smart before year-end
The end of the year is approaching but there are still tax-smart strategies that may be implemented.
Five benefits of a SEP IRA to share with small business owners
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