17 Feb Tax Provisions for Individuals Included in the Consolidated Appropriations Act
The Consolidated Appropriations Act, 2021 (CAA) extended several provisions for tax relief for individuals. Most of these provisions were introduced...
Tax planning Tag
09 Feb Tax Update: Retirement Planning
The federal government spending package that was signed into law on December 20, 2019....
19 Jan Tax-Loss Harvesting: Using Losses to Reap Benefits
Longfellow famously said, “Into each life some rain must fall.” In the world of investing, we modify that to, “Into...
15 Nov Election Week Revisited, by the Numbers
Much has been made of the precipitous fall and amazing recovery in the US equity futures markets during the wee...
17 Apr Tax-Efficient Investing
Tax-efficiency isn't exactly a hot cocktail party conversation. But when investors can lose almost 50% of their investment returns to...
13 Jul Point & Click Philanthropy: The Donor Advised Fund
Ninety-five percent of wealthy households give to at least one charity annually. Often, these gifts are completed during the...