Article 2022 Tax Moves to Make Now By Diana Linn — December 5, 2022 Holiday shopping and party planning mean time is growing short to make your year-end tax moves for 2022 ... now!Read Morekeyboard_arrow_right
Guide Special Report 2022 Year-End Thoughts for Your Portfolio and Personal Life November 17, 2022 When the days get shorter, it also means time is running out to make year-end tax-saving moves. This exclusive checklist provides straightforward, proactive tips for investors of every stripe. Taking the time to fine-tune your portfolio now may help prevent bigger headaches and tax bills come April. Topics include: Considerations on rebalancing … Read Morekeyboard_arrow_right
Guide Special Report Making the Most of Your Charitable Giving Updated: November 1, 2022 Americans gave a record $485 billion to charities in 2021, according to the latest data available. But how many considered maximizing their charitable giving tax savings as they made their gifts? We believe charitable giving and a personalized tax strategy go hand-in-hand. For that reason, the AdviserInvestments financial planning team is always … Read Morekeyboard_arrow_right
Article Updated Tax Brackets for 2023: Lucky 7 By Andrew Busa — October 31, 2022 The IRS released updated tax brackets, contribution limits and standard deduction numbers for tax year 2023.Read Morekeyboard_arrow_right
Podcast Inherited IRAs: What You Need To Know September 21, 2022 FEATURING Andrew Busa and Cathy Lee IRAs are one of the best tools we have for both saving for your retirement and passing wealth on to your heirs. But maximizing the value of an inherited IRA—and avoiding the snares of the IRS—requires some know-how. Rules have changed in recent years, and Cathy … Listen Nowkeyboard_arrow_right
Guide Special Report Investing and Taxes Updated: August 25, 2022 We all know that taxes are one of life’s certainties—one that many people would prefer to avoid. However, singularly focusing on minimizing your tax bill each year could compromise your investment plan and its potential gains. A long-term perspective, preparation and planning to manage your annual tax burden can help you strike … Read Morekeyboard_arrow_right
Article How To Steer Clear of a Tax Audit By Cathy Lee — August 22, 2022 The Inflation Reduction Act, signed into law on Tuesday, contains a couple of key provisions—mentioned in last week’s update. Since then, we’ve had some questions from clients that have nothing to do with inflation reduction and everything to do with keeping more of their money out of the hands of the Internal … Read Morekeyboard_arrow_right
Article Live Where the Taxes Are Low Updated: April 14, 2022 With home prices at their peak, it pays to factor other financial benefits into your relocation plan. Whether you’re downsizing your footprint, thinking about working remotely, or moving closer to your kids or grandkids, don’t forget that there are tax advantages to claim if you move to a lower-tax … Read Morekeyboard_arrow_right
Article Tips for Tax-Loss Harvesting By Cathy Lee — April 4, 2022 This week’s reader question: What is the best way to think about tax-loss harvesting—what are your thoughts on timing and best practices? Cathy Lee, Tax Associate, had this to say: Tax-loss harvesting—selling a losing investment to reduce your tax obligations—can help minimize taxes by offsetting capital gains and up to $3,000 … Read Morekeyboard_arrow_right
Article 5 Questions to Ask Your Accountant March 9, 2022 FEATURING David Mastroianni, Kari Wolfson and Patrick Carlson April 15 may well be a day of dread for most Americans. Working with an experienced accountant can help a lot. But how do you know when you’ve found the right fit? In this episode, David, Kari and Patrick walk you through some key … Read Morekeyboard_arrow_right