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Tax Management

Five tips for preparing your 2022 taxes

As tax season approaches — the deadline is April 18, FYI — it’s important to start thinking about your tax plan. Whether you file on your own or use a tax professional, here are a few things to consider as you prepare for tax season.

Tax Time!

t’s the most wonderful time of the year, and no, I’m not talking about the chill in the air – I’m talking about that time of year when we all get to file our taxes with Uncle Sam. Now, I know many of you hear “taxes” and clinch up in fear of this year’s bill, but this week, I’m going to focus more on how things work behind the scenes in our office. 

Biden’s Tax Plan & Your Portfolio

Many of you just filed your taxes within the last month, and during your discussions with your accountant, things may have turned toward the topic of Biden being president. His tax plan isn’t finalized yet, but if it gets through, we have addressed some strategic changes in the way we steward your assets.

Tax Shock? You’re Welcome.

Spring has arrived and brought with it the second quarter of 2021, and as usual we’ll be communicating our thoughts this month to those of you who are in our Envestnet portfolios. Look for that soon. If you’re not an Envestnet client and you’d like my take on the state of things right now, click here to let me know and we’ll chat soon.

Last-minute Tax Tips

It’s just about time to dive in and get your taxes done (or see if your accountant has a last-minute appointment!), so we wanted to take some time to give you a few last-minute tips for your 2020 taxes.

Pre-tax or After-tax?

When it comes to your employee benefits, the major one of course is some type of work-sponsored retirement plan, and by now all of you know (I hope!) that you need to contribute at minimum what it takes to earn the full company match. That is literally free money you’re being given. Don’t turn it down.

End-of-Summer Thoughts on Taxes

While tax season seems far away, the reality is that we are more than half-way through 2014, and we are having many tax-related discussions with clients. No one wants to pay any more taxes than they have to, so we help clients be as tax efficient as possible. As a client once told me, “While Uncle Sam might be a relative because he’s my uncle, I don’t like him that much, so I don’t want to give him a penny more than I have to”.

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