Death and Taxes: The Hidden Surprise in the Biden Green Book Tax

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.

Mark Rehn, Tax and Estate Planning Advisor Has the Foresight to Plan and Consistency to Succeed

Mark Rehn and his wife

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.

Entrepreneur’s Financial Guide: 5 Tax Tips for the Self-Employed

Self-employed doing her taxes - web

Entrepreneurs and small business owners can use these five tax tips for the self-employed to help you save the most on taxes. Making strategic purchases, automating bookkeeping, and taking advantage of deductions can all provide better personal tax returns. A tax professional like those at Stableford Capital can simplify the process and find additional ways to save.

Working from Home? Tax Implications that May Affect Your Individual Tax Return

Older man filing his Individual Tax Return - web

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.

Will the Q4 Payroll Tax Deferral Help Your Business? Why You Should Reconsider

tax planning can save you money like the man shown in office holding and surrounded by money

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.

Benefit from 2020 Tax Changes with Stableford Capital’s New eGuide

2020 tax change Bifold_Mockup_TaxPlanning2020-600x450

Many people cringe at the thought of tax preparation. But this year, the 2020 tax changes may turn a lot of frowns upside down because there are many tax benefits for individuals and business owners alike. But there are also many reductions that can derail the added benefits. Find out how the Tax Planning and Tax Code Reforms eGuide shares all the changes so you can be prepared to maximize your benefits.

How Disney Influences a Financial Investment Firm’s Approach to Service and Quality 

Financial Investment Firm advisor meeting with couple signing document holding a tablet - Stableford

Learn how Stableford Capital leaders create magic for clients by acting as a fiduciary. This means Stableford, a financial investment firm is ethically bound to act in clients’ best interests. Not only do they make decisions to maximize customer returns, they handle every aspect of clients’ trades and monitor all buying and selling transactions.

The Stableford Difference: A Unique Investment Philosophy

Stableford operates on a different investment philosophy from other financial advisory firms: adjusting based on market environment and client need. To do this we have to constantly assess risk and maintain open communication with clients – during both up and down markets. Stableford is not a manager of managers and the investment strategies are all proprietary.

Maximizing Loan Forgiveness Under the Paycheck Protection Program

man at desk reviewing documents

Many companies that were approved for the Paycheck Protection Program (“PPP”) have already received the loan disbursements and we expect many more awaiting funds to receive them over the next few weeks. The most attractive feature of the Paycheck Protection Program is the loan forgiveness. In order to take advantage of this feature, we recommend that companies should prepare to use these funds in a way that will maximize the loan forgiveness amount. Here we provide a list of actions to help do this.

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