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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.