by Jim Brightman | Jun 22, 2018 | Financial Planning, Tax Planning
A random, unexpected letter from the IRS is never something you want to receive — especially when that letter is a CP2000 notice, informing you that you owe them money. ???? (Money beyond what you’ve already paid in taxes after filing your return and...
by Jim Brightman | Mar 23, 2018 | Building Wealth, Financial Planning, Stock Options, Tax Planning, Tech Companies
That tax reform that happened at the end of 2017 was a doozy. In fact, a lot of people are still confused about what it all means… especially when it comes to AMT under the new tax plan. We’re seasoned with working with tech employees whose taxes are...
by Jim Brightman | Feb 23, 2018 | Building Wealth, Stock Options, Tax Planning
When Congress passed the Tax Cuts and Jobs Act in December 2017, one of the new features introduced to the tax code was the 83(i) election. This offers a tax break for certain stock option holders, and could significantly benefit your financial situation if you...
by Jim Brightman | Dec 29, 2017 | Building Wealth, Financial Planning, Tax Planning
Plus steps to take now The impact of new tax legislation will vary by Taxpayer depending on your particular situation. Generally, tax rates have been lowered but many itemized deductions have been significantly limited or eliminated. The standard deduction has been...
by Jim Brightman | Mar 6, 2017 | Financial Planning, Tax Planning
Kids are expensive. We know. Many of our clients have young children. One of our partners, Landon, has three school-age children. The fact that your kids will cost you a lot of money is no secret. The national average is $233,610 to raise a child Your costs may be...