Planning and preparedness will help safeguard your financial well-being As the 2024 tax season unfolds, investors and taxpayers are facing a formidable new threat that leverages cutting-edge technology to perpetrate fraud. Artificial Intelligence (AI) has become the latest tool in [...]
High-net-worth individuals (HNWIs) often find themselves facing complex tax situations due to their substantial wealth. As governments continue to evolve tax laws and regulations, it's imperative for HNWIs to explore advanced tax strategies that can optimize their financial positions while [...]
As the anniversary of the Social Security bill being signed into law (August 14, 1935)[i] approaches, we’re reminded of the intricate workings of the US tax system. Social Security, a vital program designed to provide financial support to retired and disabled [...]
On August 4, 1862, the U.S. collected income tax for the first time[i]. You may be ready to bid farewell to income tax obligations once you retire, but unfortunately, it’s not that simple. While the dynamics may shift, understanding how [...]
Understanding long-term capital gains taxes when you sell investments Market downturns, like the one through the first half of 2022, could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the [...]
