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When Things Change – What to Do About Estimated Taxes

When Things Change – What to Do About Estimated Taxes

by admin | Jun 27, 2018 | Blog, Near Retirement, Retirement Planning, Tax Planning

The IRS not only wants you to pay what you owe but in many instances, they don’t want you to wait until the end of the year to do so. If your primary income is a salary from an employer, this is pretty simple. Just make sure you get your withholding correct, and you...
The New Deduction Limitation and Georgia HEART and GOAL Programs

The New Deduction Limitation and Georgia HEART and GOAL Programs

by admin | May 9, 2018 | Blog, Tax Planning

One of the most controversial aspects of the new tax law is the limitation on the deduction for state and local taxes. The limit was set at $10,000, and as a result, many affluent taxpayers will find themselves able to deduct a good deal less than they actually pay in...
3 Charitable Options to Reduce Your Taxes

3 Charitable Options to Reduce Your Taxes

by admin | Apr 18, 2018 | Blog, Tax Planning, Uncategorized

Updated January 2020 to reflect the SECURE Act changes Charitable decisions typically aren’t solely driven by a desire for a tax break. Most of us make philanthropic contributions because there are causes or institutions that are important to us. Still, we all...
Planning for Taxes in Retirement: Options to Control What You Pay

Planning for Taxes in Retirement: Options to Control What You Pay

by admin | Mar 14, 2018 | Blog, Near Retirement, Retirees, Retirement Planning, Savings, Tax Planning

In last week’s post, I covered a few things you should consider in setting up withdrawals from your portfolio in retirement. One of the considerations was planning for taxes, and more specifically, how you can impact your tax liability from year-to-year by choosing...
Tax Planning and Children: Tax Issues in Holding Assets for Your Kids

Tax Planning and Children: Tax Issues in Holding Assets for Your Kids

by admin | Feb 1, 2018 | Blog, Tax Planning

In last week’s blog post, I covered the various options for holding assets meant to benefit your child. This week, we’ll take a look at the tax planning issues surrounding assets held for or by your children, as well as how the assets impact eligibility for financial...
New Tax Bill: Will the Tax Code Changes Save You Money?

New Tax Bill: Will the Tax Code Changes Save You Money?

by admin | Jan 4, 2018 | Blog, Tax Planning

If you’ve followed the news about the new tax bill, you may have noticed that in an attempt to answer the question “Will it save me money?” writers are resorting to offering a varied group of hypothetical tax payers. The reason for this is that the bill changed a...
Tax Loss Harvesting – Another Free Lunch?

Tax Loss Harvesting – Another Free Lunch?

by admin | Dec 13, 2017 | Blog, Investment Management, Tax Planning

Had Harry Markowitz thought about it, he probably would have considered tax loss harvesting a free lunch. Markowitz was a seminal figure in the academic study of investing, and he famously called diversification the only free lunch when it came to investing. What...
Health Savings Accounts: Why I Am a Big Fan of These Savings Vehicles

Health Savings Accounts: Why I Am a Big Fan of These Savings Vehicles

by admin | Oct 25, 2017 | Blog, Retirement Planning, Tax Planning

Unless you are extremely wealthy, there aren’t many tax shelters available to you and healthcare costs are likely a rising concern. For both of those reasons, I am a big fan of Health Savings Accounts (HSAs). The HSA is one of the few avenues available to shelter...
Financial Advisors: An Inheritance Investment Case Study

Financial Advisors: An Inheritance Investment Case Study

by admin | Nov 29, 2016 | Blog, Estate Planning, Inheritance and Finances, Tax Planning

In last week’s post we outlined issues to consider when it comes to investing an inheritance. This week, we’ll look at a case study for someone receiving an inheritance. We believe financial advisors should keep client information confidential, so the account below is...
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