It’s called the “tax code” for a reason. Unraveling it accurately can be a puzzle, especially for individuals and families with significant assets.
Soon-to-be equity partners usually do not have the time to deal with all the financial complications that go along with making the jump to ownership.
Tax loss harvesting involves selling out of positions trading at losses while simultaneously buying similar investments to maintain comparable exposure.
Roth conversions, particularly when done on depressed account balances, can pay huge dividends down the road in the form of reduced income-tax burdens.
The coronavirus relief bill allows small businesses to access capital that will ultimately be free or rolled into a long-term, low-interest loan.
The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.