Stableford Capital Insights

Taxes and tax laws may seem like a moving target as we move into tax preparation season. Once you get them down and file accordingly, the laws change and you have to adjust your plan. And that will once again be the case with the recent Tax Cuts and Jobs Act (Sec. 199A), which is the first major tax reform in over 30 years. Learn about the deduction conundrum and how to treat business income that’s passed on to you as an individual.

Smart tax planning now can help you reduce the taxes you’ll owe on your investment gains, and other types of income as well. Seeking advice throughout the year, especially when you are considering a large investment or negotiating a new business deal, is an integral part of financial planning. Additionally, tax efficient investing is an important driver of portfolio return and can put a cap on certain types of expenses.

Taxes and tax laws may seem like a moving target as we move into tax preparation season. Once you get them down and file accordingly, the laws change and you have to adjust your plan. And that will once again be the case with the recent Tax Cuts and Jobs Act (Sec. 199A), which is the first major tax reform in over 30 years. A key to the new tax laws are the business restrictions. Learn all you can to protect yourself , your business and your assets as you maximize your returns.