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Archive for the
‘Tax’ Category

Nov 10, 2017

Bob Veres

Tax, Taxation

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The New Tax Legislation Chances are, you’ve heard that tax “reform” is right around the corner—that is, if you can call it “reform” when hundreds or perhaps thousands of new pages are about to be added to the tax code. First, the White House released its tax legislation wish list. Now the Republicans in the […]

Tax Reform—or Not? You can be forgiven if you’re skeptical that Congress will be able to completely overhaul our tax system after failing to overhaul our health care system, but professional advisors are studying the newly-released nine-page proposal closely nonetheless. We only have the bare outlines of what the initial plan might look like before […]

Apr 20, 2017

Bob Veres

Money, Tax

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It’s tax time again, and as you look over your tax payments for calendar 2016, you’re undoubtedly wondering where those dollars are being spent. The Wall Street Journal recently published a chart which breaks down spending for every $100 of tax receipts—and concludes that the U.S. government is actually a very large insurance company that […]

Tax Rules When Selling Your Home – How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home, or are considering doing so, you may want to be aware of these new rules. HOME SALE If you owned and lived in your home […]

Apr 27, 2014

phil

Calculators, Tax

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The calculator below is useful as a tool to estimate your potential Federal Income tax liability. Please consult with your financial advisor and/or tax professional for more guidance on your individual circumstances:

The calculator below is useful as a data point in determining efficient savings strategies, in conjunction with other assets and strategies you may already have. Please consult with your financial advisor and/or tax professional for more guidance on your individual circumstances:

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