Tax Cuts and Jobs Act of 2017
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5 Ways to Prepare for Higher Taxes Under President Biden
tax planning Will you be affected by tax changes in the future? Growing national debt, changes in Washington, and new policies on the horizon could impact you more than you might think. Here are five ways to prepare for higher taxes in the future.
By M. Scott Moore, Investment Adviser Representative Published
tax planning -
When Roth Conversions Are the Right Move – and When They Aren’t
Roth IRAs Converting a traditional IRA to a Roth IRA can be a smart tax- and estate-planning strategy for some people, but it can be a mistake for others.
By Mark Kenney, CFP®, CTS™ Published
Roth IRAs -
I’m Not a Millionaire, But I Just Gave $250,000 to Morehouse College: Here’s How (and Why)
personal finance You don’t have to be a millionaire to make a generous charitable donation to a cause that means the world to you, just like I did. Here’s the strategy that enabled me to give $250,000 to Morehouse College, and how you might be able to do something similar.
By Malik S. Lee, CFP®, CAP®, APMA® Published
personal finance -
Tax Wrinkles for Work-at-Home Employees During COVID-19
taxes Are your home office expenses deductible? How does going out of state to work for a while affect your tax picture? There are some interesting wrinkles to iron out.
By Riley Adams, CPA Published
taxes -
Making a Gift This Year? Some Key Questions to Consider
estate planning Gifting sounds pretty simple, but there are many ways to do it, and several tax ramifications to be aware of as well.
By Indrika Arnold, CFP® Published
estate planning -
There’s Never Been a Better Time for Business Owners to Make a Move
small business The uncertainties surrounding COVID-19 and our upcoming election may make business owners nervous, but they also may present opportunities … for those who can plan two years ahead.
By Bruce Willey, JD, CPA Published
small business -
Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
estate planning Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with the election on its way, it could be sooner than you think.
By Chuck Cavanaugh Published
estate planning -
Does President Biden Want to Raise YOUR Taxes?
taxes President Biden's "social infrastructure" plan is expected to include tax increases for some Americans. Will you be one of them?
By Rocky Mengle Published
taxes -
Tax Moves to Make Now If You Think Biden Will Be President
Politics "I'm going to get rid of the bulk of Trump's $2 trillion tax cut, and a lot of you may not like that, but I'm going to close loopholes like capital gains and stepped-up basis." — Joe Biden, in a speech to potential campaign donors on June 29.
By Dave Lopez, Investment Advisor Representative (IAR) Published
Politics