By investing in an Opportunity Zone through an investment vehicle called a Qualified Opportunity Fund (QOF), investors are provided with a unique opportunity to defer, reduce, and eliminate capital gains taxes.
A tax-efficient retirement income strategy is crucial to maximizing an investor’s probability of success in retirement. But what exactly is this strategy? Why is it important? We will tackle these questions and more.
Responsible investing (RI) is any investment strategy which seeks to consider social/environmental issues in addition to financial return. This whitepaper focuses on the three most widely discussed types.
RSUs can be a significant component of an employee’s compensation package. But what exactly is an RSU? How are they treated for tax purposes? How do you plan most effectively when your RSUs vest?
Tax Cuts and Jobs Act
The Tax Cuts and Jobs Act (TCJA) of 2018 is the most significant amendment to the Federal tax law since 1986, causing drastic changes to both the individual and corporate tax code. Learn about most the pertinent changes.
An estate plan is a collection of documents that specify how you want your assets distributed upon incapacity or death. This whitepaper focuses on most fundamental, as well as other estate planning considerations.