/ TAG Accounting

Carefully planning a strategy that moves you from a large, concentrated position to a diversified portfolio spreads outcomes, good and bad, across a diversified group of accounts. And that achieves the ultimate goal: predictability.

Regardless of the debate around whether the U.S. is already in a recession, the combination of higher prices and slower growth, termed “stagflation”, should prompt investors to consider potential adjustments.

When it comes to down-market “lemons,” the year 2022 at its midpoint has already served up a whole grove of them. Smart investors will want to revisit their plans and look for ways to turn those financial lemons into tax lemonade. And here are three strategies to get you and your advisors started.

COVID should have reminded us how uncertain our health’s future is. But demographic realities are quite certain–more of us are likely to need some form of care during our lifetime than not.

My first response to that question would be: “Well, you’re already ahead of many investors because you realize that rising

Fixed income has long been the ballast in a diversified portfolio

Permanent life insurance has long been used as a tax-efficient planning tool for the wealthy. Justin Charise explains how the changes to Section 7702 provide an opportunity for high income earners to dramatically enhance the efficiency of those benefits.

As we are studying the cycles of the Federal Reserve’s monetary policy, a most interesting statistic crossed our desk during

The Pease limitation, first enacted in 1991, reduced itemized deductions, including charitable donations, by 3 percent of AGI that exceeds

"In light of the vast fluctuations that have come with tax reform, taxpayers must be cognizant of the changes and maximize their tax deductions to the fullest

“If there is one thing all of us with families know: There will be life changes

We’ve all heard the truism ‘If you can make it here, you can make it anywhere

Stars and professionals excel at what they do. But too often, their knowledge of how to protect and grow their newfound wealth is limited.

Now, based on the new tax law, is the time for you to rethink the structure of your foreign businesses if indeed they are operated by a U.S. pass-through.

Sadly, we’ve seen this happen before: the rags-to-riches-to-rags tale that too often plays out.

Many don’t avail themselves of QSBS because they are simply unaware of or confused about its application. We think that should change.

The progress made by women in today’s society is nothing short of spectacular. Now, it’s time for them to take control of their finances.

Five alternatives for bridging a liquidity gap that do not require liquidating assets