Tax Planning

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What’s New(s) with Seth: October 2022

By |2022-10-31T17:42:50+00:00October 31st, 2022|Categories: Investment Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , , , , , , , , , , , |

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.  A recent Morningstar study found that investors earned ~9.3%/year in mutual funds and ETFs over a decade [...]

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MA Chapter 62F Refunds – aka MA tax refunds for all!!

By |2022-09-22T15:02:34+00:00September 22nd, 2022|Categories: Single Point of View, Tax Planning|Tags: , , , , , , , |

Massachusetts taxpayers will be excited to find out that they will be receiving a refund from MA for tax year 2021! Massachusetts law dictates that if tax revenue collections exceed a certain annual tax revenue cap then all excess will be returned to taxpayers.  MA exceeded the cap in 2021, so what this functionally [...]

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What’s New(s) with Seth: August 2022

By |2022-09-20T15:51:08+00:00September 21st, 2022|Categories: Investment Planning, Single Point of View, What's New(s)?|Tags: , , , , , , , , , , |

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.  Editor's note:  This blog post was supposed to go live last month.. but I forgot to set the [...]

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Live Long and Prosper: Life lessons from a Timeless Classic

By |2022-08-10T14:13:55+00:00August 10th, 2022|Categories: Estate Planning, Single Point of View|Tags: , , , , , , , , , |

My Introduction to Star Trek After we’ve put the baby to bed at night and set tomorrow’s coffee to brew, my husband and I watch Star Trek: The Next Generation. He was raised on Star Trek, I was not. Watching it for the first time, I am struck by how timeless it is, and [...]

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What’s New(s) with Seth? June 2021

By |2021-06-24T13:35:46+00:00June 24th, 2021|Categories: Investment Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , |

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 [...]

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A mistake on your tax return, now what?

By |2021-05-28T17:29:58+00:00May 28th, 2021|Categories: Behind The Curtain, Single Point of View, Tax Planning|Tags: |

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.

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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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