EVOacademy
Category: Tax
Tax Planning for Year-End
With the holidays rapidly approaching, this is the time of year when everyone’s favorite subject starts to come back into focus: tax planning! Year-end tax planning can have a major impact on the amount a taxpayer may have to pay (or get back) next April. And every year, too many …
Estate Planning 101
Estate planning can be a difficult topic to discuss. After all, we’re dealing with what happens to your money after you have passed away or ...
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LIFE series: Leaving A Job
We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...
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Tax Loss Harvesting – Why Your Losses Aren’t Really Lost
Why your losses aren’t lost. Investing for the long term means accepting that some of your investments may go down in value at times. If ...
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Mistakes Your Financial Advisor Can Prevent
Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent ...
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Investing in Art Using Masterworks® – is it Worth the Hype?
Investing in Art, Can Art be an Investment? Investing in Art – Masterworks® carves up the masterpieces Investing in art has long been seen as ...
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What the heck is an SREC?
Thinking about “going solar” at your house? We finally did at our home and couldn’t be happier. We’ve been generating our own power since June ...
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To Shred or Not to Shred?
How long should you keep tax returns, investment statements and other financial documents? Many of our clients have asked us what to do with years ...
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The Five-Year Rule on Roth IRA Withdrawals
You may have heard of something called the "Five-Year Rule" when it comes to Roth IRA withdrawals. Well, actually, there are three five-year rules to ...
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