CARES Act Highlights This has certainly been a very busy and tumultuous few weeks. Many economists and finance gurus’ opinions vary greatly from we may have a mild recession for just a couple of quarters, to deep recession, or possible depression. The truth is nobody knows. A lot depends on how long the current lockdownRead More >
Tax
Retirement Tax Planning: Making Your Game Plan!
Benefits of a Tax-Efficient Distribution Strategy from Mike Kastler, MSF on Vimeo. Retirement Tax Planning can Make or Break your Game Plan! Retirement tax planning may be the last thing on your mind or your financial advisor’s mind. The fact is, it’s hard. So people tend to avoid it. But it just may be oneRead More >
Year-End Tax Planning
As a new year approaches, many of us will reflect on the year that has passed. Personal and professional accomplishments may take center stage. And we may take stock of any disappointments and recalibrate as 2019 approaches. Let’s not let lack of tax planning be one of those disappointments! Year-end tax planning is probably theRead More >
Potential Tax Traps in Retirement
By Charles Sherry, M.Sc. and Mike Kastler, MSF A popular quote from one of our founding forefathers, Benjamin Franklin in 1789: Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to be certain, except death and taxes.” Taxes can’t be avoided, but theyRead More >
How the 2018 Tax Changes May Impact You
The New IRS Code is Complex Not since 1986 have we seen such a massive overhauling of the U.S. tax laws. The House and Senate went into a fury of negotiations and debate this fall and rolled out a proposal that President Trump signed into law with just a few days left in 2017. CorporationsRead More >