Tag - year-end tax planning

Sheaff Brock Investment Advisors | Tax Planning for 2021

Year-End Financial and Tax Planning Tips for Individuals and Couples

Investors maintain caution after the election as control of the Senate remains unclear until after the January runoff election, Sheaff Brock Vice President Tiffany VanHook observes. While this uncertainty makes tax planning more challenging, the possibility of a split government gives hope that the more significant tax increases proposed under Biden’s tax plan will be more difficult to put into effect. The most practical tax-planning approach, VanHook suggests, is to put the emphasis on traditional year-end balancing of portfolio [...]

Sheaff Brock end-of-year financial planning for investments and financial tax planning

More Items for Your Year-End Financial Planning List

(Continued from “Some To-Do, Not-to-Do, & ‘It-Depends’ Items for Your Year-End List”) There’s no lack of financial planning and investment “tweaks” to consider as the fall season comes to an end, financial planning practitioner Paul Coan reminds Sheaff Brock investors. And, while some tactics may not prove best given your individual situation, others might have the potential to enhance tax savings at year-end and moving into 2017. As always, Coan cautions, it’s a good idea to speak with your CPA or [...]