Category: Taxes

They don’t need a description. But there are way to minimize them legally in almost every situation.

Year End Tax Planning and Potential Trump Tax Reform

As I was sitting down to write a blog post about year-end tax planning, specifically about realizing capital gains and tax-loss harvesting, Michael Kitce’s blog post arrived in my inbox. A friend of NAPFA, Michael has a much more eloquent style of writing about...

Fear Not Filing the Extension

For some reason we see people afraid of filing an extension with the IRS to file their tax return.  For some reason, people think they are sending in the return late or that it raises a red flag with the IRS, which is not the case.  Although estimated taxes...