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Tom Scanlon was interviewed by the Hartford Business Journal on the Seven Sins of Financial Planning™. more…
Frequently, people will ask me, “What can I do about my taxes?” The short answer is―it depends. Before getting into any specific tax strategy, it’s important to first take the Taxpayers Pledge.
Recently, hedge fund manager, Julian Robertson, avoided $27 million (yes, million) in New York City taxes. He was able to prove he was outside the city and, therefore, not a resident of the city. How did he do this? His…
Individuals may give up to $13,000 per year to an unlimited number of people. This is known as the annual exclusion.
With year-end near, many people are considering making their annual donations to their favorite charity. A tax smart way to do this is to gift appreciated assets.
