2020 Tax Planning (Oct 30, 2020)

SageVest Wealth Management takes a proactive approach in all facets of our advice, including tax planning. Many individuals are facing income and tax changes in 2020, whether due to Covid-19 impacts on your earnings, the waiving of RMDs, additional charitable giving or other adjustments. As the year is quickly drawing to a close, it’s time to focus on year-end tax planning opportunities that might be available to you.

Please contact us before November 30th to discuss tax considerations. This allows adequate time for planning and implementation of appropriate tax-planning strategies.

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2018 Year-End Tax Planning In Light Of Tax Reforms (Oct 31, 2018)

SageVest Wealth Management has worked proactively throughout 2018 to advise clients how tax reforms may impact your wealth strategies and broader financial considerations. As the year concludes, we focus our attention on year-end tax planning in light of tax reforms.

Please contact us before December 10 to discuss any of the below opportunities. This allows adequate time for planning and implementation of these and any other appropriate tax-planning strategies.

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IRS And Treasury Department Provide Guidance On Same-Sex Marriage (Aug 31, 2013)

The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated as married for all federal tax purposes. Guidance has been provided in the form of a Revenue Ruling (Rev. Rul. 2013-17) and associated Frequently Asked Questions. The Treasury Department and IRS guidance was issued in response to the recent Supreme Court case striking down Section 3 of the Defense of Marriage Act of 1996 (DOMA), which defined marriage as the union of a man and a woman.

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Two Supreme Court Rulings Boost Same-Sex Marriage Rights (Jul 15, 2013)

On June 26, 2013, the U.S. Supreme Court announced its rulings on two landmark cases related to same-sex marriage.

The 5-4 decisions bolster the federal benefits available to same-sex married couples and clear the way for same-sex marriages in California.

SageVest Wealth Management discusses the implications of these rulings.

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