Posts Archive
Video
Replay of our Tax Update
If you were not able to attend out Live Tax update webinar you can easily watch a replay by clicking here.
Read More
Replay of our Market Update
If you missed our Live market update and Q&A you can watch the replay by clicking here.
Read MoreYear-end Tax Planning: Higher Income Filers Must Navigate New Landscape
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of…
Read MoreVideo Overview – The American Taxpayer Relief Act of 2012
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are…
Read MoreMedicare Tax on Investment Income
Beginning in 2013, high-income individuals may be subject to a new 3.8% Medicare contribution tax on some or all of their unearned income. For more information, click the link to the video below: Medicare Tax on Investment Income *image used courtesy of stock.xchng
Read MoreHigh-Wage Individuals Face New Medicare Payroll Tax in 2013
Starting in 2013, high-wage individuals will be subject to an additional 0.9% hospital insurance (HI), or Medicare, payroll tax. This video explains the basics of the new payroll tax. 2013 – Additional Medicare Payroll Tax *image used courtesy of stock.xchng
Read More
Replay of our Coffee Chat
To access a replay of our Live Update and Q&A please click here.
Read More