Categories for Tax Planning

Will I Have Enough

January 16, 2020 11:00 am

Many investors in retirement have certain goals in common: more money rather than less, minimal wealth volatility, and enough financial cushion to cover the extra costs of, hopefully, living a very long life. Retirees have generally tried to meet those goals with a simple rule of thumb: hold a balanced stock/bond portfolio and withdraw at a sustainable rate. Historically this... View Article

End of Year Personal Financial Planning

November 15, 2018 10:00 am

The end of the year presents a unique opportunity to look at your overall situation and take advantage of some personal financial planning. With factors like tax reform, life changes or just working towards your goals, now is an especially important time to review things. Taking what we now know about the new tax law and weaving together all of... View Article

Tesla and Tax Law Part 2

October 4, 2018 9:00 am

While unrelated to tax law, once again Tesla has been the hype across the media given recent SEC action and the company’s legal woes. Regardless of which side you may reside on (for or against Tesla), it seems the roller coaster ride could continue for some time. Our recent blog post in August focused on very important IRS tax law guidance... View Article

Tesla and Tax Law You Need to Know

August 16, 2018 10:00 am

Some of our readers may want to know whether Tesla is going to be taken private at $420/per share in the near future. While this has been all the rage over the past week in the media, some other rather important news was announced last week that will impact many of us. Related to recent tax law changes, the IRS... View Article

Tax Planning Arbitrage for 2018

May 17, 2018 10:00 am

2018 has provided new financial planning opportunities for many of us. As we highlighted in our recent January blog entry, Financial Planning and Tax Reform, recent tax law changes have required many of us to review the impact on our own situation. If you throw in a decade-long bull market for stocks, many investors need to review tax planning opportunities... View Article

Financial Planning and Tax Reform

January 11, 2018 8:00 am

The 2018 TAX CUTS AND JOBS ACT As most of us know, on January 1st, 2018 a not so “simple” tax reform went into effect. We recommend in order to get the most benefit from the changes, while avoiding mistakes under them, you may need to update your tax and financial strategies right away. Here are some FAQs to help... View Article

2017 Income and Capital Gain Distributions

December 7, 2017 12:00 pm

Unfortunately for many, 2017 will not be as tax-friendly of a year with several widely held funds already reporting estimates far north of our numbers. As we know from different economic cycles across both bull and bear markets, the tax implications from capital gains can vary dramatically and its important to position yourself in the best possibly manner. The following... View Article