Harness Wealth
SEPTEMBER 18, 2024
These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions. And you’ll see in our Q&A below, that tax advisors can bring estate planning into the conversation early on in a client relationship.
Nerd's Eye View
JULY 10, 2024
The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax.
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Darrow Wealth Management
NOVEMBER 17, 2022
In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.
Abnormal Returns
NOVEMBER 23, 2022
awealthofcommonsense.com) What falling tax withholding numbers say about the state of the economy. (politico.eu) What the IAEA is saying about the situation at the Zaporizhzhia nuclear plant. cbsnews.com) Economy Is crude oil losing its salience as an economic indicator? wapo.st) How long will consumer spending hold up?
Alpha Architect
SEPTEMBER 5, 2024
Bond futures are often assumed to be more tax-efficient than bond ETFs. Although investors might view the 60/40 tax treatment of futures as advantageous, a futures strategy faces several challenges compared to a bond ETF, including frequent taxable events, potential tax drag from cash collateral, and additional state taxation.
Darrow Wealth Management
NOVEMBER 14, 2024
Tax implications of exercising and selling stock options If you have stock options as a large part of your income, taxes are especially important. How stock options are taxed depends on the type of options you have and your sale and exercise strategy. However, that doesn’t mean you won’t need to pay taxes!
Nerd's Eye View
FEBRUARY 15, 2023
Health Savings Accounts (HSAs) feature useful tax advantages that make them a popular savings vehicle. One possible outcome of ‘superfunding’ an HSA, however, is that the account owner may not actually use up all of their HSA funds over their lifetime, which can have significant tax consequences. Read More.
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