Tag: individual tax

tax considerations crypto
Tax Considerations for Investing in Cryptocurrency

This article discusses U.S. federal tax consequences for businesses and individuals that hold or transact…

Read More
How to Realize Tax Savings When Tax Rates Increase

If the Biden Administration’s proposed rate increases are enacted, the timing of income recognition and…

Read More
carried interest
Will Congress Close the Carried Interest Loophole?

The Carried Interest Fairness Act of 2021 would seek to tax all carried interest allocations…

Read More
House Committee Releases Tax Proposals
House Ways and Means Committee Releases Initial Tax Proposals

On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes…

Read More
infrastructure package
Senate Approves Infrastructure Bill & Advances Budget Reconciliation Process

The Senate voted to advance a roughly $1 trillion infrastructure package consisting of "Infrastructure One"…

Read More
Cryptocurrency Reporting Requirements Update
New Reporting Requirements for Crypto Transactions Included in Senate Infrastructure Bill

The Senate's proposed infrastructure bill would require cryptocurrency exchanges (or brokers) to report transactions to…

Read More
time for Roth IRA conversion
Is It Time to Convert to a Roth IRA?

In this article, our Wealth Management team breaks down the unique differences between traditional IRAs…

Read More
c-suite exec equity comp
C-Suite Executives: Understanding Equity Compensation Planning and Concentrated Stock Risk

When developing a wealth plan, it’s critical for C-suite executives to understand the risks, rewards…

Read More
section 1202
Potential Benefits of QSBS Exemption Continue to Grow

The capital gains exemption for qualified small business stock (QSBS) may become even more valuable…

Read More
cryptocurrency individual tax
Individual Taxes and Cryptocurrency: What You Need to Know

The world of cryptocurrency seems to increasingly dominate headlines, and more than ever, we’re seeing…

Read More