Posts Tagged ‘Tax Planning’

Tax Alert- Buying and selling mutual fund shares: Avoid these tax pitfalls

If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise sales You may already have made taxable “sales” of part of your mutual fund investment without

READ MORE

Posted In: Alerts & Advisories

Scott Kaplowitch to present at virtual “Board of Advisors” roundtable discussion

Today, Wednesday October 7, 2020, Managing Partner, Scott Kaplowitch will be presenting at a virtual “Board of Advisors” roundtable discussion. This event will include a select group of business advisors coming together to assess the

READ MORE

Posted In: Events

529 Plan Fridays

Last week, Tax Partner, Kate Rooney, shared an example of a taxable 529 Plan distribution. Now that we have answered some FAQs and provided an example, let’s see what a 529 Plan looks like in

READ MORE

Posted In: Resources

529 Plan Fridays

Last week, Tax Partner, Kate Rooney, answered “What are some cautionary flags to be aware of with 529 Plans?”. Today she’ll share an example of a taxable 529 Plan distribution. With today’s circumstances, you may

READ MORE

Posted In: Resources

529 Plan Fridays

In February, Tax Partner,  Kate Rooney started sharing insights from one of her presentations on 529 Plans. Previously, Kate had answered, “Should high net-worth individuals consider 529 Plans even if they can afford to cash

READ MORE

Posted In: Resources

Tax Alert- Are scholarships tax-free or taxable?

COVID-19 is changing the landscape for many schools this fall. But many children and young adults are going back, even if it’s just for online learning, and some parents will be facing tuition bills. If

READ MORE

Posted In: Alerts & Advisories

Retirement and RMD Refresh

In times like these, it helps to refresh what we know on two important topics: retirement planning and Required Minimum Distributions (“RMDs”).  Recent legislative developments and the COVID-19 pandemic response have created opportunities with these

READ MORE

Posted In: Alerts & Advisories, Articles, Resources

Tax Alert- CARES ACT changes retirement plan and charitable contribution rules

As we all try to keep ourselves, our loved ones, and our communities safe from the coronavirus (COVID-19) pandemic, you may be wondering about some of the recent tax changes that were part of a

READ MORE

Posted In: Alerts & Advisories

529 Plan Fridays

Hear from Tax Partner, Kate Rooney, as she shares her insights and guidance around 529 Plans. Today, Kate addresses the question, “What are Qualified Education Expenses (QEE)?” In our previous post, Kate answered, “What are

READ MORE

Posted In: Alerts & Advisories, Resources

5 ways to trim 2019 taxes

Additional Resources for year-end tax planning: Factor 2020 cost-of-living adjustments into your year-end tax planning Business year-end tax planning in a TCJA world It’s not too late to trim your 2019 tax bill Selling securities

READ MORE

Posted In: Alerts & Advisories