With the awful winter we have been enduring on the east coast, many of our clients and followers have been taking advantage of the extra time inside to get a jump on taxes. While it is easy to simply start assembling your 1099’s and compiling your deductions, I want to ask you to take a… Continue reading The Tax Man Cometh: Key Planning Strategies to Focus On
Tag: capital gains
A Year- End Plan for the Tax Man
With markets at record highs, most investors are quite content to let their portfolio mark what for most will be an all-time high. Our team is optimistic as well, in the short run, as earnings have been decent and mixed economic data signal no changes from the Fed for the foreseeable future. We are however,… Continue reading A Year- End Plan for the Tax Man