Talking Taxes

Friday, September 29th, 2017

This week, President Trump and GOP leaders released a proposal for tax reform which would reduce tax rates on businesses and many individuals, kicking off a major legislative push to overhaul the nation’s tax code. More ›


Tax-Saving Tips for Procrastinators

Tuesday, March 24th, 2015

In keeping with the season, here are a few last-minute tax-saving tools. First, and perhaps most obviously, it is not too late to make a Traditional IRA contribution for the 2014 tax year. The contribution, which for most taxpayers is capped at $5,500 ($6,500 for those 50 and over), can be made any time prior […] More ›


Six Strategies for Generating Greater After-Tax Returns

Tuesday, January 20th, 2015

Here are six strategies to help investors preserve their hard-earned investment gains and prevent them from being whittled away by taxes: Hold Appreciating Assets in Taxable Accounts and Higher Yielding Assets in Retirement Accounts By holding assets with the greatest expected capital appreciation potential (e.g. stocks) in a taxable account, investors defer paying tax on […] More ›