Taxes and Investing in Plain Language
Serving investors and their advisors since 2000
Some stories that caught our eye . . .
ESG investing is in the news. A political kerfuffle over its use in retirement plans has provoked grousing by conservatives and President Biden’s first veto. Yet there are sound, nonpolitical reasons to take environmental, social and governance factors into account in building an investment strategy. ESG Investing: Don’t Get Caught Up in the Politics
The 2023 tax season kicked off January 23. Eleven days later, the IRS suggested that many taxpayer hold off on filing while they prepared guidance on a unique problem affecting millions of taxpayers. In 2022, many states responded to the pandemic by sending their residents special tax refunds or other payments. Were recipients of these…