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)
On Thursday December 17th, the Internal Revenue Service issued the standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes for ...(more)
Todays post is written by SageBroadview Principal, Larry Annello.
A few months ago, I introduced our adorable puppy Colbie to the SageBroadview community. While our affection for her has grown with her paw size, ...(more)
What if I told you that you could build wealth by paying taxes—and paying them now instead of later? Most clients don’t want to pay taxes at all, let alone sooner rather than later. In fact it is common wisdom to defer ...(more)
We value the importance of being ethical in reporting taxes to the IRS, but no one likes to pay more than they have to. In order to achieve the most out of the tax code, there are several tax tips and recommendations ...(more)
A TALE OF ARROGANCE
“PRIDE BEFORE THE FALL”
There is a Cuban saying, which roughly translated means, “Never go back, not even to get a running start.” If I put on my translator hat and apply it to money, it ...(more)
A TALE OF RESPECT
“WHAT CAN HAPPEN”
Have you ever heard someone say, “After all, what can happen?” It’s never really a question. It’s more of an assertion. It starts with the phrase, “I’m going to” or, “We’re ...(more)
Creative & Tax-Conscious Ways to Give Kids Money
Washington politicians demonstrate on a daily basis that it is easier to spend other people’s money than to part with one’s personal funds. Similarly, most parents ...(more)
7 Ways to Reduce the Alternative Minimum Tax
Dr. Scott Stratton, CFP®, CFA
The Alternative Minimum Tax, or AMT, was created by Congress in 1969 after 155 wealthy taxpayers were able to use a ...(more)
When it’s time to file their taxes, many Latino young professionals can either do it themselves or pay a professional to do it for them. Either way, it is best to make sure to take full advantage of tax credits and ...(more)
Butch and Teresa, each age 58, recently stumbled into early retirement. Teresa never worked outside the home, and Butch was laid off from his position at a chemical company. They, like many boomers, found themselves ...(more)
About a week-and-a-half ago I had an appointment with a very nice couple. They are married, in their middle to late 60s, are very successful, have brought up a very nice family and are recently retired. Let’s call ...(more)
Location, Location, Location! We have all heard this before with regard to real estate. However, when it comes to tax planning asset location can be a strategy that is extremely helpful for keeping more of what you ...(more)
While receiving a bonus is a nice financial windfall, it can also create confusion about how exactly it will be taxed. The IRS has different guidelines for the taxation of supplemental wages compared to regular salary. ...(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.