Seth is back with another installment of “What’s New(s)?” highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun. The passive investing behemoth Vanguard is going to begin offering private equity investments for self-directed clients that [...]
I'd say Seth's expression here pretty much sums it up. :) It's been a little while since our last Behind The Curtain video. Today, Seth and I were chatting about how we approach clients when we notice a mistake on their tax return.
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.
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. [...]
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. [...]
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 [...]