Tax Planning

What higher 2026 AMT risk may mean for your year-end tax planning

Year-end tax planning strategies may warrant a review with the alternative minimum tax (AMT) in mind — even if you haven’t owed the AMT in recent years.
September 25, 2026
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Tax law changes taking effect this year will increase alternative minimum tax (AMT) risk for some higher-income taxpayers. If you may be affected, consider the AMT before implementing income or deduction timing strategies. A move that would reduce your 2026 regular tax might provide little or no benefit under the AMT — or could trigger […]
#AlternativeMinimumTax, #FinancialPlanning, #TaxPlanning
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Financial Planning

Restricted stock deserves attention before year end

Did you receive a restricted stock award in 2026? Or did your restricted stock shares vest? Or perhaps you sold vested shares? A “yes” answer to any of the questions requires careful tax planning, probably sooner rather than later.
September 16, 2026
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Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, considering the potential tax consequences well before December 31 is a good idea. You may have decisions to make if: 1) you’ve recently received an award or are expecting one soon, 2) your […]
#FinancialPlanning, #RestrictedStock, #TaxPlanning
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Retirement Planning

Sometimes how much is in tax-deferred retirement accounts may be too much

Could your traditional 401(k) or IRA balance be too large? Maybe!
August 18, 2026
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Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation. Contributions generally are pretax or deductible, and the power of tax-deferred compounding can help turbocharge growth. But some taxpayers can reach a point where maximizing tax deferral may become counterproductive. Potential downsides of tax-deferred saving After […]
#FinancialPlanning, #RothIRA, #TaxPlanning
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Financial Planning

Tax mitigation strategies when rebalancing your investment portfolio

Rebalancing your investment portfolio periodically is necessary to maintain your desired asset allocation, which can help manage risk and achieve your goals. Here are some tips for tax-smart rebalancing.
April 29, 2026
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Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation. If you haven’t rebalanced recently, it may be time to do so. But you also must consider the tax implications. Careful planning can minimize the […]
#FinancialPlanning, #InvestmentStrategy, #PortfolioManagement
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Tax Planning

More individuals with disabilities will be eligible for tax-advantaged ABLE accounts in 2026

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December 29, 2025
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Did you know there’s a tax-advantaged way to save for the expenses of a person with a disability that’s similar to saving for college expenses with a Section 529 plan? Achieving a Better Life Experience (ABLE) accounts can help fund qualified disability expenses for an eligible beneficiary. The SECURE 2.0 Act, signed into law in […]
#FinancialPlanning, #IndividualTaxPlanning, #TaxPlanning
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Business Planning & Consulting

5 ways your business can build a stronger annual budget

Hand,holding,virtual,budget, ,interface,with,finance,icons,and
September 3, 2025
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As summer gives way to fall, many businesses begin their budget-setting processes for the upcoming year. This annual rite of passage can be stressful, contentious and, perhaps worst of all, disappointing if your budgets often fail to achieve their objectives. The good news is that there are many ways to enhance your company’s budgeting process […]
#BudgetingTips, #BusinessPlanning, #FinancialPlanning, #SmartBusiness
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Business Planning & Consulting

Business owners can rest easier with sound cash flow management

Businessman,resting,on,a,chair,and,faucet,from,which,the
June 13, 2025
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Slow cash flow is one of the leading causes of insomnia for business owners. Even if sales are strong, a lack of liquidity to pay bills and cover payroll can cause more than a few sleepless nights. The good news is that you can rest easier by exercising sound cash flow management. Scrutinize your cycles […]
#BusinessPlanning, #CashFlowManagement, #FinancialPlanning
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