Tax Planning Archives - Rightpath Investments & Financial Planning, Inc.

The IRA Charitable Rollover – Laserlike Tool for the Seasoned Philanthropist

Peak Thoughts, Philanthropy, Tax Planning, Uncategorized / Steven Smith / November 16, 2018

‘Tis the season…for charitable giving. In our last post, we discussed the basics of the new tax law, its possible effects on charitable donations and the concept of “bunching” and a Donor Advised Fund as a workaround. Today we address the IRA charitable rollover – or, more technically, the qualified charitable distribution (QCD). IRA Goes […]

The IRA Charitable Rollover – Laserlike Tool for the Seasoned Philanthropist Read More »

Tax Cut and Jobs Act, HR 1 – What it Means

Financial Planning, Peak Thoughts, Tax Planning, Waypoints, Wealth Management / Steven Smith / December 20, 2017

As of this writing the new tax bill hasn’t yet been signed by the President. But it already seems to have been sealed and delivered. So at the slight risk of being too fast out the gate, here is a summary of the vast new law which goes into effect on January 1, 2018 –

Tax Cut and Jobs Act, HR 1 – What it Means Read More »

How Do You Spell Relief? ATRA! (American Taxpayer Relief Act)

Financial Lifestyle, Peak Thoughts, Tax Planning, Wealth Management / Steven Smith / May 6, 2013

Congratulations, the 2012 tax season is behind us. Time to start planning for 2013. The dramatic New Year’s Eve peek over – and retreat from – the fiscal cliff did not solve all of the country’s budgetary problems. But it did produce a historic and constructive piece of tax legislation that ended a great deal

How Do You Spell Relief? ATRA! (American Taxpayer Relief Act) Read More »

Cliff Notes: Peering over the Fiscal Cliff and Living to Tell the Story

Financial News, Financial Planning, Political News, Tax Planning, Wealth Management / Steven Smith / December 27, 2012

The “fiscal cliff” is staring us in the face. The best chance of averting the consequences of failure to reach agreement will be in January, after the new Congress is seated. In the meantime, it is good to understand the details and to also do some planning.

Cliff Notes: Peering over the Fiscal Cliff and Living to Tell the Story Read More »

Tax Update: The Certainty of Uncertainty

Investment Management, Money, Small Business, Tax Planning, Wealth Management / Steven Smith / January 25, 2012

The tax “fix” at the end of 2010 left us with a jumble of extensions, expirations, and new rules for 2012. We summarize some of the biggest changes and issues to watch for while planning your 2012 taxes.

Tax Update: The Certainty of Uncertainty Read More »