Minimize the Impact of the Kiddie Tax with Proper Planning

Alison Quinn |
Emerald GEMs

April 20, 2021—When the “kiddie tax” became law in 1986, the Internal Revenue Service (IRS) began taxing a child’s unearned income, such as interest and dividends, at the parent’s tax rate rather than at the child’s far lower rate. Although the kiddie tax rules can lead to harsh consequences for many families, with proper planning they may create tax-saving opportunities for higher-income taxpayers.

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Income Tax and Financial Planning Considerations in Mortgage Financing

Matthew C. King, CFP® |
Emerald GEMs

April 6, 2021—Before you decide how much to borrow for your home purchase, consider the role a mortgage can play in your overall wealth plan. With strategic mortgage financing, you could potentially enjoy certain tax benefits or perhaps leverage investment opportunities that you may otherwise miss.

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The Importance of Wealth Planning Before Selling Your Business

Bradley R. Crockett, CFP®, CEPA™️ |
Emerald GEMs

March 9, 2021—When you start to think about selling your business and retiring, it’s important for you to know what your company is worth. However, the current market value may be different from what you will need to maintain your desired lifestyle and meet your retirement goals over the long term. In today’s podcast, National Director of Advanced Financial Planning Brad Crockett explores the importance of personal financial planning before you sell your business.

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