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Articles in Tax Planning

No one looks forward to April 15th, but with careful planning you can feel confident that you are fully prepared.
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2018 Tax Reform: What you need to know

by Richard Andrew Solt Level 12
2018 Tax Reform: What You Need to KnowCongress passed sweeping reform to the U.S. tax system, which is expected to be signed into law soon. This legislation is generally effective for tax years beginning after Dec. 31, ...(more)
Comment   |  Dec 21, 2017
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The Very Basics of Income Taxation

by Nick Allen Edwards Level 12
Despite being the system all of us have spent our lives beholden to, I’ve found very few individuals fully understand how our government taxes personal income.  This article will be a brief overview of how it works from ...(more)
Comment   |  Oct 02, 2017
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NJ Tax Payers: Make Sure You Always Claim Your Medical Expenses

by Nicholas Joseph Scheibner Level 14
A 30-second read by Nicholas Scheibner:  New Jersey is certainly not known as a “tax-friendly” state.  However, the garden state has a much lower threshold on Medical Expense deductions than the federal government. ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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How to Beat Taxes by Investing

by James Leland Hancock Level 11
It is tax time once again and no matter how much you hate taxes you should know about the tax advantages of IRA’s.  Contributions to IRA’s can help you in many different ways at tax time.  They can lower your taxable ...(more)
Comment   |  Mar 16, 2017
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Summer Refresher: Health Savings Accounts, Your Tax-Saving Super Power?

by Sheri Cupo, CFP® Level 20
  We founded SageBroadview because we love that warm, fuzzy feeling we receive when we can give financial advice that helps others appreciate the wealth of their life. Our favorite investment tips are the kinds that ...(more)
Comment   |  Aug 31, 2016 from Morristown, NJ
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Summer Refresher: The 3.8% Medicare Surtax

by Sheri Cupo, CFP® Level 20
One favorite guest re-post deserves another. This next one originally arrived just in time for Halloween. Authored by Larry Annello (shortly before our two firms merged into SageBroadview), the witching season went well ...(more)
Comment   |  Aug 22, 2016 from Morristown, NJ
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Conservation and Tax Summary

by Randy Brunson Level 18
Land Conservation and Personal Tax Planning   We are in an economic and cultural environment that we believe includes an ever-increasing tax burden.   Going forward, we believe this tax burden will fall ...(more)
Comment   |  Jul 06, 2016 from Suwanee, GA
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The Top Three Reasons Why a Small Business Owner Should Consider a Solo 401k

by Chad W Schiel Level 15
  1. Consider lowering your end of the year tax liability. Unlike Traditional or Roth IRA’s which only allow you to contribute a maximum of $6,500 depending on your age, Solo 401k plans can allow you to invest up to ...(more)
Comment   |  Apr 12, 2016 from San Clemente, CA
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Beware of Tax Scammers

by Chris Schiffer Level 14
  On Thursday Feb 18th, the Internal Revenue Service renewed a consumer alert for e-mail schemes after seeing an approximate 400 percent surge in phishing and malware incidents so far this tax season. Phishing are ...(more)
Comment   |  Feb 20, 2016 from BASKING RIDGE, NJ
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What happens when you sell a rental - taxwise??

by Edward James Acker Level 8
A question we often see among our retired or semi-retired clients is, "What are rental real estate passive activity losses and how do they affect me?"  This requires a short jaunt into the cloudy world of "Passive ...(more)
Comment   |  Jan 08, 2016
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