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Tax Planning

Exposure strategies & plans.

Limit tax exposure and establish plans to get the most from your income and assets.

Determining If Tax-Loss Harvesting Is Right for You

So far this year the markets are broadly down. You likely have unrealized losses in your portfolio. Tax-loss harvesting may be a strategy to consider, but harvesting those losses now could have a negative outcome in the long run.

2021 Top 10 Year-end Tax Planning Ideas for Individuals

Year-end tax planning for 2021 brings new challenges as we consider flexibility in changing the tax planning course if the new administration is able to pass legislation before the end of 2021.

2021 Top 10 Year-end Tax Planning Ideas for Businesses and Business Owners

Year-end tax planning for 2021 brings new challenges as we consider flexibility in change the tax planning course if the new administration is able to pass legislation before the end of 2021.

IRS Releases Its ‘Dirty Dozen’ Tax Scams for 2022

The American Jobs Plan — also known as the Infrastructure bill — was introduced by President Biden on March 31, 2021. The plan proposes spending of $2.3 trillion over eight years on a variety of initiatives.

2021 Tax Update: Comparing and Preparing for the Latest Tax Proposals

Proposals call for significant increases on taxes paid by high-net-worth individuals.

Stimulus Round Three: What the American Rescue Plan Act Means for You

On March 11, 2021 President Biden signed into law the $1.9 trillion American Rescue Plan Act of 2021 (“ARPA”), the third relief package implemented to address the COVID-19 pandemic.

Biden Administration Update: Potential Tax Plans with a Democratic Controlled Congress

With the Georgia Senate runoff elections in the rear-view mirror, Democrats will control both the White House and Congress for the first time since the 2010 midterms.

Top 10 Year-End 2020 Tax Planning Ideas for Businesses and Business Owners

Year-end tax planning for 2020 takes place against the backdrop of legislative changes that occurred in late 2017 from The Tax Cuts and Jobs Act (TCJA) and a number of tax provisions for small businesses under the Coronavirus Aid, Relief, and Economic Security Act (the "CARES Act").

Legislative Update: The SECURE Act and Elimination of the Stretch IRA

Just when we thought that we were going to finish out the year 2019 without any major tax law changes, some significant retirement savings reform legislation was signed by the President on December 20, 2019.

Making Florida Your Domicile

Sunshine, beaches, attractive housing options—it is no wonder that Florida is one of the most popular places to live in the U.S.

Home Acquisition Interest and Home Equity Interest Changes

The Tax Cuts and Jobs Act (TCJA)’s influence on home acquisition and equity interest is significant for high-net-worth individuals who will consider buying, building, or improving their residence after 2017.

Planning for the New Qualified Business Income (Pass-Through) Deduction

The new qualified business income deduction provision in the Tax Cuts and Jobs Act (TCJA) gives a 20% deduction for qualified business income.

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