The Winchester Mystery House in San Jose, California was built without an architect or any plans over the lifetime of its owner, Sarah Winchester. The result included stairs that lead to the ceiling, and a doorway that opens to a two-story drop! The overall effect is quite eerie, and investing without a plan may result …
Every year around this time we are unfortunately confronted with a new series of tax scams. There are many out there but a common one we have seen this year goes something like this IR-2018-27: Taxpayer’s Identification is hacked Stolen information is used to file an erroneous return in the taxpayer’s name Refund is deposited …
Tax season is a good time to not only prepare to file but more importantly, plan tax moves for the upcoming year. With the recent passage of the Tax Cuts and Jobs Act of 2017, there are more changes than usual and thus more planning opportunities. Below are several areas where you could see changes …
2017: A Record Year Investors are in many ways historians. Each year we package up the twelve months from January to December in a synopsis of events, themes, and lessons, hoping to learn from the past, in an effort to make better decisions in the future. These events and lessons are critical because, as the …
With markets continuing to boom, many people are seeing their stocks and other securities gain value quickly. One way to best make use of that growth—and avoid tax penalties for it—is to gift appreciated securities directly to the charitable organization of your choice. It’s a great option and many simply overlook this special tax provision. …