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“Tax Planning”

Putting Capital Gains Taxes In Proper Perspective

15 December 2022

By: Alec Lance No one likes to pay taxes. Full stop. For financial planners, this is abundantly clear. Yet, some investors have a greater aversion to paying taxes than others. At the end of the da...

83(b) Election: Tips, Tricks, and Pitfalls

11 July 2022

By: Jack Rabuck, Sam Marshall, Joe Ferreira Number, number, letter. That’s what most people hear when someone says 83(b). Like many pieces of stock-tax-related jargon, the 83(b) is the namesake of...

Biden Tax Proposals and Real Estate

05 August 2021

The White House wish list for tax law changes includes the elimination of both 1031 Exchanges and the step-up in cost basis at death. Potentially, these are major speed bumps in what had ...

Flatten the (Tax) Curve

01 December 2020

By: Jack Rabuck In August, we wrote Should You Defer Taxes In 2020? In this article, we will expand on some of the ideas introduced there, and explore the more general concept of deferring and acc...

Should You Defer Taxes in 2020?

27 August 2020

By: Steven Weintraub In the 2004 spoof “Dodgeball”, a group of misfits are coached by Patches O’Houlihan who emphasizes the five D’s of Dodgeball: dodge, duck, dip, dive, and dodge (yes, twice). T...

Tax Calendar Guidelines

28 May 2020

By Trista DeAngelis "I am proud to be paying taxes in the United States. The only thing is I could be just as proud for half of the money." – Arthur Godfrey Tax season. It’s a painful reminder of...

A Brief Overview of Federal Income Taxes

17 December 2019

By Jeremy Runnels "The hardest thing in the world to understand is the income tax." – Albert Einstein The U.S. tax system is riddled with complexities that baffle the greatest of minds (even Albe...

Tax Reform and Charitable Giving

19 December 2017

By: Steven Weintraub “Let our advanced worrying, become advanced thinking and planning”.- Winston Churchill; 1874-1965 The U.S. House of Representatives (November 16, 2017) and the Senate (...