Investment Archives - Page 6 of 8 - Milliken, Perkins & Brunelle

Careful Tax Planning Required for Incentive Stock Options

Kevin / March 7, 2019

Incentive stock options (ISOs) are a popular form of compensation for executives and other employees of corporations. They allow you […]

Kevin / January 31, 2019

As you likely know by now, the Tax Cuts and Jobs Act (TCJA) reduced or eliminated many deductions for individuals.

Kevin / December 27, 2018

Retirement plan contribution limits are indexed for inflation, and many have gone up for 2019, giving you opportunities to increase

Kevin / December 13, 2018

With the dawn of 2019 on the near horizon, here’s a quick list of tax and financial to-dos you should

Kevin / November 27, 2018

Will you be age 50 or older on December 31? Are you still working? Are you already contributing to your

Kevin / October 30, 2018

A tried-and-true year end tax strategy is to make charitable donations. As long as you itemize and your gift qualifies,

Kevin / October 16, 2018

Section 529 plans are a popular education-funding tool because of tax and other benefits. Two types are available: 1) prepaid

Kevin / October 9, 2018

If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA

Kevin / October 2, 2018

For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess

Kevin / June 22, 2018

While the Tax Cuts and Jobs Act (TCJA) reduced most ordinary-income tax rates for individuals, it didn’t change long-term capital