Tax Planning

3 Things Investors Should Know about Tax Reform and Capital Gains

While the ink’s barely dry on the Tax Cuts & Jobs Act (TCJA), which went into effect in January 2018, the Trump administration is already considering additional reforms that would have major implications for taxpayers. One idea garnering significant attention focuses on indexing capital gains for inflation.

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Planning for the Future of Your Business during the Trump Administration

This month, President-elect Donald Trump will take office and business owners around the country will await clarity on the future of corporate tax law. The incoming administration has positioned itself as pro-business and pro-growth, outlining a tax plan that would potentially grant small businesses more cash flow and financial flexibility. While there are still many…

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Three Critical Year-End Tax Planning Questions to Discuss with Your Advisor

With the end of the year approaching, many people have started to turn their attention to holiday preparations.  But before this year’s holiday season, investors need to plan for potential tax changes next year—especially given what we know about the president-elect’s proposed economic approach.  Sweeping tax reforms are possible, and though the specifics aren’t yet…

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Tax-Savvy Retirement Strategies for the Business Owner

Retirement planning presents unique opportunities and challenges for owners of closely held businesses who have accumulated significant wealth. Developing a retirement strategy that aligns with your goals as a business owner as early as possible is a crucial step toward ensuring a successful transition to working less and maintaining your desired lifestyle. Whether you’re just…

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Reducing Your Tax Burden in Retirement

In the years leading up to retirement, too many people overlook opportunities to reduce their tax liability. Whether you are working into your 70s or retiring in your 50s, simple strategies executed at the right time can cushion your retirement funds and ensure you have the flexibility to maintain your lifestyle through your retired years.…

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5 Questions to Help You Maximize the Sale Price of Your Business

Motivations behind the sale of a business are many and often complex. While portfolio liquidity for retirement years may be one, reducing risks concerning the future capabilities of the company, industry and employees may be another.  Risks inherent in business ownership also take on greater alarm as a client approaches an age when he or…

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