(NIIT) Net Investment Income Tax
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Watch out for the growing reach of the additional 3.8% tax on investment income
Strong portfolio performance can bring an unwelcome surprise: an additional 3.8% federal tax. The income thresholds for the net investment income tax (NIIT) aren’t annually…
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Midyear tax planning: Review opportunities to save taxes this year (or next)
Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s take a look at a…
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When the sale of an appreciated home triggers taxes — and when it doesn’t
Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with substantial gains when they sell.…
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Tax mitigation strategies when rebalancing your investment portfolio
Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance…
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Boost your tax savings by donating appreciated stock instead of cash
Saving taxes probably isn’t your primary reason for supporting your favorite charities. But tax deductions can be a valuable added benefit. If you donate long-term…
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Unlocking the mystery of taxes on employer-issued nonqualified stock options
Employee stock options remain a potentially valuable asset for employees who receive them. For example, many Silicon Valley millionaires got rich (or semi-rich) from exercising…
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