Stableford Capital Insights

Amidst the largest wealth transfer in the history of the United States—as the Baby Boomers begin to transition wealth to younger generations—the lifetime estate, gift, and generation-skipping transfer exemption (i.e., the amount that can be gifted during life or distributed after death tax free) is set to be cut in half.

As the tax year comes to a close around the holidays, it’s common to take stock of the year’s income and turn to charitable giving to potentially offset taxes. While a generous and mutually beneficial option, this can also be tricky to navigate depending on the taxpayer’s age and income level. Under current tax laws, […]

The fiscal landscape of 2023 was marked by significant policy shifts. Despite the Federal Reserve’s rapid monetary tightening, government-sponsored fiscal stimulus from pandemic policies counteracted potential negative wealth effects. This created unique tax planning opportunities, underlining the importance of staying abreast of policy changes and their implications for personal wealth.

Managing the tax implications of your investments are key elements of the Stableford Capital investment process. Whether you are a Family Office, Family Limited Partnership, Family Trust or Individual account, the managing of capital gains and losses is the same.

As the year closes and you are looking at your taxes, consider these tax implications for 2022. Check back here in the coming months for the latest tax and estate changes that can affect your investments.

What you should know about the Green Book tax proposal – the first retroactive capital gains increase in U.S. history that may have far-reaching consequences. This is the first installment of Mark’s Corner – estate and tax news you can use. Check back here in the coming months for the latest tax and estate changes that can affect your investments.

When thinking about the tax strategies that provide you with advantages that maximize your financial standing, a long-time professional like Mark Rehn should come to mind. His many years serving CEOs and global organizations as a consultant and Tax Director, along with the focus to earn a CPA, Juris Doctorate, and Masters degree in Tax Law offers assurance that he will have the dedication and focus to help you accomplish your goals.

REIT investing permits investors to profit from real estate investments without owning a single property. With similar or better returns compared to stocks, REITs are a popular option for diversifying your portfolio. Discuss your options with a Stableford advisor today.

Many workers transitioned to working from home during the 2020 pandemic. Doing so may have affected their individual tax return. Workers should verify they are filing correctly based on their current state, investigate reimbursements for home offices and learn more about filing taxes if their status has changed from W-2 employee to 1099 self-employed.

For Q4 of 2020, businesses may defer the payroll tax from their qualifying employees’ paychecks, giving employees a 6.2% wage increase. However, repayment is due beginning in January 2021. With payroll overhauls required and the possibility of being responsible for un-repaid taxes, many business owners question whether this payroll tax deferral is worth it.