If it were up to me, chocolate would be considered one of the major food groups, with truffles a particularly important staple dish. Fortunately, they are also a good metaphor for explaining the tax treatment of ETFs and mutual funds. … Read more
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It’s that time of year again. The holidays are over and Punxsutawney Phil is promising an early spring, but before that we’re still in the thick of tax season! While tax season usually conjures images of 1040s, W-2s, and sifting … Read more
Somewhere nestled amid the shuffle of Thanksgiving and New Year’s Eve is a day that reminds us to consider giving back during the holiday season—Giving Tuesday, the Tuesday after Black Friday and Cyber Monday.
So in the spirit of Giving … Read more
April 15 is approaching, and once you’ve sorted through your W-2s and 1099s to complete your tax return, take a close look at the income section on your Form 1040. How much investment income did you report? A lot?
If … Read more
An exchange I had during the holidays triggered my desire to write—and, hopefully, get some feedback from all of you.
The topic du jour is the fiscal cliff and what the government (House, Senate, President) will or will not do … Read more
Year-end is fast approaching, and based on web traffic it seems like the question of converting traditional IRA savings to Roth savings looms large. Congress has added to the buzz by allowing the conversion of certain pre-tax 401(k) money into … Read more
Do you have a tax refund coming? Some would say it means you over-withheld and should have paid less last year. Others look at it as a non-interest-bearing savings account. I’d look at it as an opportunity to improve your … Read more