Tag Archives: Tax Issues (Sentinel)
As people approach retirement, some succumb to the temptation to move south in pursuit of warmer weather, a lower cost of living and lower taxes. Others, like me, make this choice much earlier in life. Regardless of when you consider moving to a lower-tax state, be sure to examine your priorities and the implications of the move.
Read More
What does it mean to control an asset?
The answer is sometimes complicated and always of great interest to the Internal Revenue Service.
Read More
With oil prices recently falling to post-recession lows, not many investors are looking for the best way to get into the energy sector, yet there are some interesting possibilities for those who want to go against the herd.
Read More
If you have seen the television show “Shark Tank,” you have probably heard this question: “How do people actually value a professional business?” Many factors go into a valuation, and “Mr. Wonderful” does not always have the right answer.
Read More
In Washington’s current hyper-partisan climate, a law with strong bipartisan support is worthy of notice. Yet one such law, which had the further distinction of creating a new financial planning option for individuals with disabilities and their families, may have flown under your radar as 2014 wound to a close.
Read More
Tax diversification is integral to a well-structured retirement plan. By holding assets in accounts with different tax treatments, such as …
Read More
Many people associate taxes with only one date: April 15. In reality, though, tax planning should be a year-round part …
Read More
While home is said to be where the heart is, that definition is unlikely to pass muster with state and local tax authorities, who have a vested interest in a more specific definition.
Read More
In a world of smartphones and tablets, portability is something we take for granted in our gadgets. But thanks to some recent legislative changes, it is now something that estate planners can take for granted too.
Read More
Retirement funds and charitable planning may not be two areas most people would naturally think to combine. But in many cases, donating retirement benefits to charity can be an ideal solution, both for the donor and the recipient.
Read More
