Tax

Your 2023 Financial To-Do List and Tax Calendar 

January 30, 2023Posted in Financial Planning, TaxWritten by Andrew BrinkmanLeave a comment
Man filling out paperwork in front of a laptop with a calculator

There are plenty of uncertainties when it comes to managing your investments, but you can achieve better financial health if you take action now. Building a solid portfolio with your financial advisor is a great start. To position yourself for growth and ensure you can maintain your desired lifestyle into retirement, you should also consider a financial to-do list. While every person’s to-do list will differ slightly, we’ve outlined seven key steps and highlighted essential tax data and dates to help you get started. 

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

July 30, 2021Posted in Asset Management, Financial Planning, Investment Strategy, Tax, wealth managementWritten by Mark RehnLeave a comment

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

July 16, 2021Posted in Financial Planning, Investment, Investment Strategy, Press / News, Tax, UncategorizedWritten by Stableford CapitalLeave a comment
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

February 16, 2021Posted in Financial information, Financial Planning, TaxWritten by Nikki SutcliffeLeave a comment
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

December 22, 2020Posted in Asset Management, Financial Planning, Tax, wealth managementWritten by Mark BaroneLeave a comment
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

October 5, 2020Posted in Asset Management, Financial Planning, Investment Strategy, Tax, wealth managementWritten by Mark BaroneLeave a comment
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

August 28, 2020Posted in Financial Planning, TaxWritten by Mark BaroneLeave a comment
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.

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