Year-End Tax Income Planning: Qualified Business Income (QBI) Deduction
The top tax rate for C Corporations has been reduced from 35% to 21%. In order to place individual business owners and passthrough business owners in a similar tax rate situation, the Tax Cuts and Jobs Act 2018 (TCJA)...
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Year-End Tax Income Planning: Standard vs. Itemized Deduction Changes
One of the most notable changes with the Tax Cuts and Jobs Act 2018 (TCJA) is that the standard deduction has increased to $24,000 for joint filers (and $12,000 for single filers), meaning that the total amount of your...
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Consider a Donor Advised Fund as Your Vehicle of Choice for Charitable Giving
With the 2018 tax law changes, many individuals may find themselves no longer in a position to itemize deductions. If you have appreciated securities, held for longer than twelve months, donating them to the Donor Advised Fund (DAF) can...
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Top 5 Questions To Ask Your Financial Advisor Regarding Portfolio Risk
If you are preparing for a meeting with your financial advisorāwhether as part of an ongoing relationship or exploring a potential new advisorāthere are some questions you should ask in order to more deeply understand your risks. Use these...
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Next Nest: Volume 1
Meet the Carlsons: James, age 60, is a VP and Director at a publicly-held company headquartered in Radnor, PA. His compensation package includes stock options, restricted stock and deferred compensation, in addition to his base salary and bonus. His...
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