Watch out for the growing reach of the additional 3.8% tax on investment income
Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the net investment
Investment
Restricted stock deserves attention before year end
Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part
Tax planning for real estate investors
Many individuals invest in real estate to help diversify their portfolio, create an income stream for themselves from rental income
Sometimes how much is in tax-deferred retirement accounts may be too much
Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation.
Be tax-smart with your mutual fund investments
Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds.
Tax mitigation strategies when rebalancing your investment portfolio
Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios
Investment, Retirement, Taxes
There’s still time to save 2025 taxes
Just because it’s December doesn’t mean it’s too late to reduce your 2025 tax liability. Consider implementing one or more
Investment, Taxes
Boost your tax savings by donating appreciated stock instead of cash
Saving taxes probably isn’t your primary reason for supporting your favorite charities. But tax deductions can be a valuable added
Investment, Taxes
Digital assets and taxes: What you need to know
As the use of digital assets like cryptocurrencies continues to grow, so does the IRS’s scrutiny of how taxpayers report
Investment, Taxes
The “wash sale” rule: Don’t let losses circle the drain
Stock, mutual fund and ETF prices have bounced around lately. If you make what turns out to be an ill-fated