May 2022 – Shadow Taxes

Recommended Articles

Tax-Efficient Family Gifting: An Advisor’s Guide

A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.

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Backdoor Roth Contributions – What Could Go Wrong?

For some taxpayers, so-called “backdoor” Roth contributions can be a great way to fill an investment bucket that will grow tax free. Tax free is everyone’s favorite kind of money but the […]

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Why Tax Planning is Not a Choice—But Being Great At It Is

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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