Taxes and Investing in Plain Language

Taxes and Investing in Plain Language

Serving investors and their advisors since 2000

Some stories that caught our eye . . .

  • Biden’s Proposed Wealth Tax

    A new budget proposal from President Biden includes a kind of wealth tax. There’s no need for alarm: it would apply only to taxpayers with more than $100 million in wealth. Besides, there is zero chance Congress will actually pass a budget that includes this provision. It’s there as a way to provoke debate on…

    full story

  • ESG Investing: Excellent, Satisfactory, Good?

    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

    full story

  • Credit and Deduction Changes for 2022

    The IRS has provided a brief summary of how credits and deductions changed for 2022.

    full story

  • Stumbling Start to Tax Season

    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…

    full story

Scroll to Top