Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
As our population ages, seniors increasingly become targets for scams, leading to devastating financial and emotional impacts. Learn more about the common scams targeting seniors, how to stay safe, and what to do if you or a loved one falls victim.
Tipping has evolved beyond traditional settings, with digital payment kiosks and self-checkout lanes now requesting gratuities. Explore the latest tipping standards, who deserves a gratuity, and the impact of proposed tax changes on tip income.
Navigating the tax implications of foreign business travel can be complex—from understanding what qualifies as “ordinary and necessary” expenses to the specifics of attending foreign conventions and the nuances of luxury travel, staying informed is crucial.
Owning a vacation home is a dream for many but renting it out comes with complex tax rules that can impact your finances. Understanding the rules is key to maximizing your benefits and avoiding costly mistakes. Get the insights you need to navigate IRS regulations and make the most of your investment!
Social Security benefits are a lifeline for millions, but the taxation of these benefits can be complex. Understanding how your benefits are taxed and the strategies to minimize tax liabilities is crucial. Stay informed and plan wisely to make the most of your retirement income.
Struggling with accounting for your small business? You’re not alone. Many business owners make common mistakes that can lead to financial headaches down the road. From mixing personal and business finances to neglecting regular bookkeeping, these missteps can cost you time, money, and peace of mind.
Thanks to legislative changes in 2016, U.S. Olympians now get some relief from the taxation of their prize money, allowing them to keep more of what they earn through their incredible achievements.
With home prices skyrocketing, the current principal residence capital gains exclusion can be restrictive. Learn how to reduce your tax burden when selling your home in 2024
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, discuss an investor with a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be applicable.
