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How Tax-Loss Harvesting Can Offset Capital Gains

November 2, 2023
Read time: 4 minutes Investing is usually thought of as a win-or-lose affair: Either your investments make money,...
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Are You Planning for Taxes Year-Round?

Are You Planning for Taxes Year-Round?

September 7, 2023
We recommend discussing proactive tax planning with your wealth advisor and tax professional throughout the year to help ensure...
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Relocating to a Tax- Friendly State

Relocating to a Tax- Friendly State

August 25, 2023
If you’re retiring and thinking about relocating or have a job that allows you to live anywhere, it may...
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2023 Tax Planning Strategies

2023 Tax Planning Strategies

August 24, 2023
We may not be at the end of the year yet, but now is the time to start end-of-year...
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The Ins and Outs of Establishing a Domicile in the U.S. or Abroad

The Ins and Outs of Establishing a Domicile in the U.S. or Abroad

July 6, 2023
If you have a hometown residence but spend more than half your time at your vacation getaway in the...
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6 Tips for Tax-Free Gifting

6 Tips for Tax-Free Gifting

April 4, 2023
The annual gift tax exclusion is a win-win for taxpayers, allowing you to share your wealth during your lifetime...
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Estate and Gift Tax Quick Facts

Estate and Gift Tax Quick Facts

April 2, 2023
Take advantage of the current lifetime gift and estate planning tax exemption before it sunsets at the end of...
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5 Common Tax Questions

5 Common Tax Questions

March 15, 2023
Q: Does it make sense for me to itemize deductions on my taxes? A:  It depends. If your...
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Noncash Charitable Donations

Noncash Charitable Donations

January 3, 2023
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making noncash charitable contributions can be...
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What Are the Implications of a Loan Versus a Financial Gift to a Family Member

What Are the Implications of a Loan Versus a Financial Gift to a Family Member

December 30, 2022
Q: What is the difference between a gift and an intrafamily loan? A: The IRS defines an intrafamily...
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Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

Year-end Planning: 5 Strategies to Maximize Savings While Reducing Your Taxable Income

December 1, 2022
As the year wraps up, you’ve most likely met with your wealth advisor about tax-advantaged moves to make by...
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5 Benefits of a Health Savings Account

5 Benefits of a Health Savings Account

November 10, 2022
In this week’s episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and special guest Kevin Ahern, human...
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Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#128

Incentive Stock Options Explained

November 16, 2023
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#127

6 End-of-Year Tax & Financial Planning Strategies

November 2, 2023
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#126

RSUs, Restricted Stock and Restricted Securities

October 19, 2023
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