Answers & Observations

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Posts tagged Tax

The RSU Tax Trap: When Should You Sell Your Company Stock, and How Can You Avoid Tax Underpayment?

It has been a rocky year for tech stocks. Since peaking in January, the tech-heavy Nasdaq is down nearly 5,000 points (about 30%).

Chris Jennings, Tax and Estate Planning, Investing and Markets, Behavioral FinanceChris JenningsOctober 5, 2022Tax, Equity CompensationComment

Are you eligible to receive a step-up in cost basis on inherited property?

Did you recently inherit or expect to inherit property? Whether it’s a house or investments, a step-up in cost basis can result in enormous tax savings

Tax and Estate PlanningChris JenningsApril 26, 2019Heron WealthTax, InheritanceComment

Does your income level allow you to contribute to a Roth IRA?

Roth IRA’s are a fantastic, tax-efficient way to save for retirement, but the rules around who can contribute, and how much, are complicated.

Tax and Estate PlanningChris JenningsApril 12, 2019Heron WealthRoth IRA, Tax, IRSComment