Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital
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Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
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Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”
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We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem
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No, the IRS is not trying to balance out the last 2 years where the deadline to file was extended into July (2019) and May (2020). In fact, every year […]
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“The tax code is complicated… boring and overrated… You don’t want that, you want a pro!!!!!!!” Of course, we are very proud of how well those lyrics fit the […]
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When is $500,000 not $500,000? Conventional wisdom on preparing for retirement has often included refrains such as “become debt-free” and “defer, defer, defer”. There are situations where both of […]
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“Are you funding your IRA?” This frequently-seen retirement question is an important starting point. However, it can sometimes overshadow other opportunities to save and invest for the future in tax-advantaged […]
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The IRS is not shy. They want a cut of the action anytime money is involved. Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]
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