Complicated Taxes with Investments

Complicated Taxes with Investments

Tax planning for investments gets more complicated For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine whether to buy or sell investments before year end...
Assessing the S corp

Assessing the S corp

The S corporation business structure offers many advantages, including limited liability for owners and no double taxation (at least at the federal level). But not all businesses are eligible – and, with the new 21% flat income tax rate that now applies to C...
Tax Advantages of Small Business Stock

Tax Advantages of Small Business Stock

Consider the tax advantages of investing in qualified small business stock While the Tax Cuts and Jobs Act (TCJA) reduced most ordinary-income tax rates for individuals, it didn’t change long-term capital gains rates. They remain at 0%, 15% and 20%. The 0% rate...
Tax Impact of TCJA on Estates

Tax Impact of TCJA on Estates

The tax impact of the TCJA on estate planning The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered the most attention. But the new law also made major changes to gift and estate taxes. While the TCJA didn’t repeal these taxes, it did...