Category: Taxes
Net Unrealized Appreciation (NUA): A Powerful but Often Misunderstood Tax Strategy
If you have accumulated employer stock inside your 401(k), one of the most important planning decisions you will make is how that stock is distributed...
The AMT Trap: How to Exercise Stock Options Without Overpaying in Taxes
For many executives, the largest tax surprises do not come from salaries or bonuses but from stock options. Among the most confusing and costly issues...
Unlocking the Power of Investment Tax-Loss Harvesting
As the year draws to a close, many investors are reviewing their portfolios to ensure they’re optimized for the year ahead. One often overlooked but...
How To Give to Charity From Your IRA Without Paying Taxes
When visiting your CPA at tax time, they probably ask you about any donations you may have made. Afterward, you may hear them talk about...
Why a Big Tax Bill Doesn’t Always Mean Your Investments Performed Well
Kids love surprises. When I was little, I remember how I felt when my parents told me we were going someplace, but it was “a...
The Truth About Tax Brackets
How many times have you been warned to be careful about “pushing yourself into the next tax bracket” as if this might awaken the flying...
5 Reasons You Aren’t Getting a Refund This Year
It’s that time again; when you fret over how much you’ll owe the IRS. Even though your paychecks feel like they’ve been obliterated all year...
5 Reasons Your Business May Need a Trust
Own a business or running your family business? Protecting what you’ve built is key, and a Trust may be just what you need.
Inheriting Money? 5 Smart Things to Remember.
When you inherit a load of money, do you know what to do? Consider these tips.
