5 Planning Steps to Consider Before Year-End 2022
As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to ...
Tax Planning Opportunities with QSBS – “Packing” & “Stacking”
Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by ...
Adjusted Gross Income (AGI)
What Is Adjusted Gross Income? Adjusted gross income (AGI) is one figure used in the calculation of income tax liability. ...
Tax Proposals: Big Changes to Come
On November 3, the House Rules Committee updated the October 28 revised reconciliation bill for the Build Back Better Act – H.R. ...
Capital Gains
What are Capital Gains? Capital gains are the difference between a security’s purchase price and its selling price, when the ...
The Benefits of a Backdoor Roth Contribution
The most popular retirement account of the past decade is the Roth IRA. It offers tax-free growth, tax-free withdrawals after ...