Tax Planning for a Large Windfall or Inheritance

Tax Planning for a Large Windfall or Inheritance

You'll need to plan ahead to budget for the taxes you owe and be diligent about key tax regulations you can use to your advantage to help reduce the amount of your newfound funds that you'll have to give to the IRS. 

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Graduating from TurboTax: Do You Need a Tax Advisor (CPA)?

Graduating from TurboTax: Do You Need a Tax Advisor (CPA)?

Online tax tools make it easy for the average person to file their annual tax returns, but there are many scenarios where more sophisticated tax strategies can save a significant amount of money, making the ROI on personal tax advising very worthwhile for high earners with complex financial situations and those with sudden windfalls.

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Last Minute and Ongoing Tax Tips for 2020

Last Minute and Ongoing Tax Tips for 2020

Optimize your returns as you prepare to file this year, and understand how next year's tax bill could be affected by things you do all year long. 

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Tax Planning for When Your Startup is Acquired

Tax Planning for When Your Startup is Acquired

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It's imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS. And in some cases, you may be able to take steps to reduce the taxes that result from the acquisition, depending on the type of equity you have and the nature of the transaction. 

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Tax Deadline Extension: Planning for the Impact of COVID-19 (Coronavirus) in 2020

Tax Deadline Extension: Planning for the Impact of COVID-19 (Coronavirus) in 2020

With the Coronavrius epidemic impacting the US economy, the IRS and the Secretary of the Treasury have recently announced changes to 2020’s (2019 tax year) usual deadlines.

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Divorce Tax Opportunities and Risks: The Selling and Transferring of Property

Divorce Tax Opportunities and Risks: The Selling and Transferring of Property

Kimberly Nelson, CFA®, CDFA, provides examples and guidance on the tax tradeoffs of selling and transferring property during or after a divorce.

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Timing Key Divorce Events For Tax Purposes

Timing Key Divorce Events For Tax Purposes

Timing is a key factor and stressor when it comes to the divorce process. When to file, when to time alimony payments, when to sell or give up certain assets, and when to do tax carryovers — these are all topics we’ll discuss in this article.

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Our 2020 Predictions

Our 2020 Predictions

In 2019 we brought over 850 of the best advisors onto our platform so we can help you find the right one for your needs. We’ve asked a few of them to share with us what they think will matter most for clients in 2020, whether in relation to politics, regulation/taxation, the economy, financial markets, or trends in personal money management. 

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5 Financial Planning Optimizations to Complete Before 2020

5 Financial Planning Optimizations to Complete Before 2020

While the last two months of the year are often focused on holiday preparations and celebrations, there are five areas of your finances that you need to be reviewing in order to reduce your tax burden and maximize your financial gain before the end of the year.

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4 Reasons Why You Shouldn’t Wait Until Next Year to Get a CPA

4 Reasons Why You Shouldn’t Wait Until Next Year to Get a CPA

As much as we would like to delay thinking about tax filings, the end of the calendar year is the perfect time to evaluate whether you have the right CPA and get the right one in place. Here are the four reasons why you shouldn't wait.

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