tktktkktktkktktkktktktkktkt Alison Yin/AP Images for American Institute of Certified Public Accountants Libra Wealth, the Los Gatos, California firm started not quite four years ago by CPA Mark Astornio, is giving stock pickers a run for their money by offering advice on tax maneuvers at a fraction of the cost. Mark Astrinos is a 37-year-old CPA
Taxes
A series of strategies for tax-wise investors. Table of Contents. Asset handover getty You can move appreciated assets from this person to that person, in order to reduce or eliminate the tax on the capital gain. You could, for example, transfer a winning stock position to your daughter to help her pay off college loans
Lawsuit form an a desk with pen and calculator getty Things have not been great for the syndicated conservation easement (SCE) industry. Late in December, two accountants who focused on SCE pled guilty to conspiracy. The circumstances of their pleas indicate that they are cooperating with the prosecution. The latest is that David Deary’s firm
Tax-hungry legislators may go after incomes over $400,000. But they will likely leave in place a rich collection of avoidance devices. Here are ways that investors minimize damage from the IRS. Democrats, narrowly in control of Congress, are equipped to undo parts of the 2017 Trump tax cut and, perhaps, to attack some of the
Economic Security Planning, Inc. Today’s column addresses questions about how continuing to work can increase benefit amounts, whether to file for early retirement benefits while receiving Social Security disability benefits and how the earnings test can affect a benefit taken before full retirement age. Larry Kotlikoff is a Professor of Economics at Boston University and