With tax season behind you, it may be the last thing you want to think about, but working on tax reduction strategies now could pay off next year. In fact,…
AdvicePeriodMay 9, 2023
When it comes to paying for college for kids or grandkids, wealthy families often have the luxury of simply writing a check and not worrying about financial aid or loans.…
AdvicePeriodJuly 26, 2022
Nobody likes investment losses, but they come with a silver lining: They can help you slash your tax bill. The tax code allows investors to use losses realized when investments…
AdvicePeriodJuly 26, 2022
April has come and gone, and, assuming you’ve filed your taxes on time, you can forget about the IRS for a whole year, right? Actually, to effectively preserve and build…
AdvicePeriodMay 15, 2022
No one likes paying more taxes than necessary. When it comes to retirement investment accounts, one way to potentially pay less over the long run is to convert a pre-tax…
AdvicePeriodApril 18, 2022
We recently wrote that the House of Representatives’ new tax blueprint would jeopardize estate planning techniques that wealthy families have long relied upon. But the House proposal sharply increases income…
AdvicePeriodOctober 4, 2021
Last week, the House Ways and Means Committee released the first draft of a major tax bill, and it contains sweeping changes that should concern wealthy households. The proposals are…
AdvicePeriodSeptember 20, 2021
President Joe Biden campaigned for president on promises to spend big on infrastructure and social programs, with the plans to be paid for by new tax revenues on corporations and…
AdvicePeriodJune 28, 2021
As a presidential candidate, Joe Biden laid out more than $3 trillion of tax increases to pay for an agenda ranging from expanding health care to fighting climate change. With…
AdvicePeriodJanuary 27, 2021
