Taxes Related Topics 
The Big Picture
JANUARY 24, 2024
At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.
Nerd's Eye View
MARCH 13, 2024
Most of the time, people are subject to state taxes in the states where they live and/or earn their income. So when moving to a lower-tax state or another, their income tax burden likewise shifts to the new state along with them.
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Abnormal Returns
NOVEMBER 24, 2023
podcasts.apple.com) Michael Klein talks the fairness of the tax system with William G. (freakonomics.com) Joe Weisenthal and Tracy Alloway talk about the problem with the U.S. offshore wind industry with Chelsea Jean-Michel of BloombergNEF. theirrelevantinvestor.com) Mark Manson also talks with Morgan Housel.
Nerd's Eye View
SEPTEMBER 29, 2022
a state’s income tax rules can have a significant impact on where they might choose to live. That’s because many states (including those typically labeled as “high-tax”) feature a slew of different tax breaks that can significantly reduce the tax burden for retirees in those states.
Speaker: Rita Keller - President of Keller Advisors, LLC
You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You're known as the “go-to” person when a client is faced with tax and financial decisions. You have a very successful firm -- but that’s not enough.
Nerd's Eye View
MAY 8, 2023
Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. CPA, EA, or JD) to prepare tax returns and represent clients before the IRS, there has also been the impression that there is simply not enough time for one person to do both.
Nerd's Eye View
NOVEMBER 30, 2022
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
Advertiser: G-P
This option allows foreign employers with no entity in-country to make special “payroll-only” registrations with in-country tax and social security bodies so they can issue a local payroll. Simple, right? Before you go forward with payroll-only registration as a solution, you should know it’s more complex than just filing some paperwork.
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