Taxes

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What’s New(s) with Seth: April 2023

By |2023-04-13T20:21:11+00:00April 13th, 2023|Categories: 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.  Maura Healey released a $750MM tax reform plan for the state of Massachusetts.  Among the notable proposals: [...]

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What’s New(s) with Seth: February 2023

By |2023-04-13T14:49:22+00:00February 17th, 2023|Categories: Single Point of View, What's New(s)?|Tags: , , , , , , , , , , , |

Seth is back with this year's first 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.  Ben Carlson, an investment professional and author of the fantastic blog “A Wealth of [...]

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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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The Election & Your Taxes

By |2020-10-09T20:26:36+00:00October 9th, 2020|Categories: Single Point of View, Tax Planning|Tags: , , |

This week in our continuing series on the impact of the election we tackle income taxes.  If you missed last week on investments you can check it out here. Below is a chart showing the top marginal tax brackets since 1913.  What stands out (beyond the fact that the top marginal tax bracket in the [...]

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How the $?#! do I fill in my W-4???

By |2020-08-13T15:02:44+00:00August 13th, 2020|Categories: General Planning, Single Point of View, Tax Planning|Tags: , |

Were you surprised by your tax bill the past couple of years? It's possible that is due to changes in the way taxes are now being calculated to be withheld from your paycheck. In this Single Point of View, Seth deciphers the new W-4 form and provides some tips on how to complete it. [...]

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Making Your Estimated Tax Payments Online

By |2018-03-16T03:34:08+00:00June 14th, 2017|Categories: Single Point of View|Tags: , , |

With tomorrow being June 15th, we wanted to update this post from last year as a reminder to pay your quarterly tax estimates.  Below are the links to simplify things and make these payments online. For many of us who have income that is not subject to tax withholding (for example: earnings from self-employment, interest, dividends, [...]

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Big Planning Opportunity with Health Savings Accounts

By |2018-03-16T01:39:37+00:00May 1st, 2017|Categories: Single Point of View|Tags: , , , , |

In short: fund it and invest it, don't use it.   Potentially, the best way to use your Health Savings Account (HSA) is to maximize the funding of it, but, instead of using the funds year-by-year to cover your out-of-pocket health care expenses, invest the funds and allow them to grow for the future.  The reason [...]

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