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Topic:
Tax Planning
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Maximizing Wealth with Smart Strategies: Tax-Loss Harvesting & Asset Location
Finding ways to add value to managing client portfolios is vital to maintaining long-term successful relationships. At Evensky & Katz/Foldes, we don’t just invest your money and move on. We’re always looking for opportunities to demonstrate our expertise and assure you that we’re keeping an eye on your portfolio. Of course, in a perfect world,…
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Remote Work in Europe: Tax Implications for US Citizens You Need to Know
As remote work becomes increasingly popular, many US citizens are considering working for US companies while living in Europe. While this lifestyle change can be enticing, it can lead to a complex web of tax obligations and potential double taxation, and you should consider seeking professional tax advice tailored to your particular circumstances and needs.…
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Before the Ballots: The Strategic Advantage of a SLAT During an Election Year
With less than 70 days until election day, the future of both the White House and the Senate hangs in the balance. Regardless of who wins, the ongoing challenges of rising federal deficits, unprecedented spending, and lower tax revenues could pave the way for higher taxes in the future. The estate tax exemption, which primarily…
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Understanding Form 5500: A Guide for Business Owners
When it comes to managing your company’s retirement plan, one of the most important responsibilities is filing Form 5500. This form is crucial for maintaining compliance and protecting both your business and your employees. Let’s break down what Form 5500 is, why it matters, and share some practical advice on what to do if you’ve…
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RMD Essentials: Maximizing Your Retirement Plan
As a business owner, you’re no stranger to making crucial decisions every day. But when it comes to your personal finances, particularly your company retirement plan, you could be leaving money on the table if you’re not optimizing your RMD strategy. Running a business can feel like you have to be a jack of all…
