Monthly Archives: July 2021


The Treasury Green Book of Biden Proposed Tax Changes

Article Highlights Long-Term Capital Gains RatesTop Individual Tax RatePass-Through Income Subject to 3.8% NIIT or SECA TaxLimit Nonrecognition of Like-Kind ExchangesTransfer of Appreciated Property by Gift or DeathFamily-Owned and -Operated Businesses15-Year Fixed-Rate Payment PlanExcess Business Loss LimitationCarried InterestEnhanced Financial Account Reporting The U.S. Treasury has released the Biden administration’s 2022 Fiscal Year Budget, which includes [...]

By |2021-07-21T18:42:07+00:00July 21st, 2021|Categories: Uncategorized|0 Comments

Contemplating Refinancing Your Home Mortgage? Things You Should Consider

Article Highlights: Is It Appropriate to Refinance Your Home Loan?Refinance CostsInterest RatesCredit ScoreBorrowing Additional CashLoan TermItemizing Deductions With home mortgage rates at historic lows, it may be appropriate for you to consider refinancing your current mortgage. However, refinancing may not always be the greatest idea, even though mortgage rates are low, and even when your friends, relatives, and [...]

By |2021-07-21T18:42:19+00:00July 21st, 2021|Categories: Uncategorized|0 Comments

Relocating? How to Do It with Taxes in Mind

If you’re thinking about moving from your current locale, you’re not alone. Americans are on the move for many different reasons: Remote work is increasingly popular and allows employees to live wherever they have access to WiFi, while tax changes introduced by the 2017 Tax Cuts and Jobs Act (TCJA) limited the important SALT (State [...]

By |2021-07-01T22:01:50+00:00July 1st, 2021|Categories: Uncategorized|0 Comments