So what is a Section 83(b) election? Put simply, it accelerates your ordinary income tax. Sound complicated it is? Today, …
Why Tax Planning Matters
Almost every financial decision you make has an effect on your taxes and, ultimately, your bottom line. Kevin reviews some …
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel …
How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing …
Gifts & Taxes: What to Know Before You Give
You can be generous with your loved ones during the gift-giving season without running afoul of the rules. One way …
Do You Consider Taxes as You Invest?
A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk …
Making Smart Investments for Your Family
Raising a family is rewarding and expensive. Consider taking these steps to support your family financially through a program of …
A Look at the Gift Tax Exemption
How much can you gift in a year, and a lifetime? Federal tax rules allow you to give away millions …
Do You Consider Taxes as You Invest?
A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk …
Who Said You Couldn’t Take it With You?
If you are thinking about changing jobs, are you aware what your choices are for managing the money in …