Archive for September 2019
Scott A. Isdaner Receives the 2019 Edward N. Polisher Award
Scott A. Isdaner, CPA, JD, AEP ® has received the 2019 Edward N. Polisher Award sponsored by the Jewish Federation…
Continue ReadingPlan Around the Medicare Tax on Investment Income
The 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but…
Continue ReadingTax Idea in a down market for taxable investment accounts
If you hold investments in taxable brokerage accounts, consider the tax advantage of selling appreciated securities that have been held…
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