Tax Planning

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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 ...

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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 ...

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Adjusted Gross Income (AGI)

What Is Adjusted Gross Income? Adjusted gross income (AGI) is one figure used in the calculation of income tax liability. ...

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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. ...

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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 ...