June 30—Current day circumstances are prompting college students to possibly pivot from their pre-COVID-19 plans in ways that explore alternate possibilities and protections—all of which can be framed by asking the right questions in this moment.
June 23— While the current volatile market conditions and overall economic landscape may have your investment and business decisions top of mind, an important area of planning that can be deployed during this time is tax planning.
June 16—With the economy and markets in turmoil, you may be asking: How do I use the losses in my portfolio to my advantage? Director of Income Tax Planning Tom Kelley, discusses how to turn a market loss into a gain through tax-loss harvesting. In times like these, it is important to recognize that harvesting these losses now, when done appropriately, helps enable tax savings today and potential tax savings in the future.