Avoid Surprises with Unemployment Income (BTC Ep. 5)

By |2020-07-10T18:54:32+00:00July 9th, 2020|Categories: Behind The Curtain, Single Point of View, Tax Planning|Tags: , , |

Over 40 million Americans have filed for unemployment during the pandemic.  If that includes you, what should you be aware of to avoid any surprises? Seth and I discuss this in episode #5 of Behind the Curtain.

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How $1 of Income can cost you $1,680 of Tax

By |2020-06-30T20:48:32+00:00June 30th, 2020|Categories: Single Point of View, Tax Planning|Tags: , |

Our tax system is complicated. It is full of thresholds and cliffs that can cost you if you aren’t aware of them. Whether you are deciding on a Roth Conversion amount, taking Capital Gains, or exercising stock options - it is important to be doing tax planning to understand the full impact of those decisions. [...]

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Update: Year-End Tax Reform Planning

By |2018-03-16T02:20:23+00:00December 21st, 2017|Categories: Single Point of View|Tags: , , |

Last week we summarized the House and Senate proposals for the Tax Cuts and Jobs Act (http://www.spcfo.com/single-point-of-view-blog/entry/singlepointofview/year-end-tax-reform-planning.html) including Action Steps relating to your year-end tax planning.  Since then, the House and Senate reconciled a final tax bill and, as of yesterday, the bill has been approved by Congress.  Below are the details of the final bill. [...]

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Year-End Tax Reform Planning

By |2018-03-16T01:48:55+00:00December 12th, 2017|Categories: Single Point of View|Tags: , , |

Given the passage in both the House and Senate of the Tax Cuts and Jobs Act, the stakes for year-end tax planning are higher than usual.  We do not know what final legislation will look like when it comes out of reconciliation but there are themes in the House and Senate tax bills that give us [...]

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