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Corporate Transparency Act and 2024 Tax Law Updates

March 1, 2024 by Parkside Advisors

The Corporate Transparency Act applies to corporations, LLCs, family partnerships and any other entity type that was created by filing a document with the secretary of state; it will introduce landscape-changing disclosure requirements. As well, we review notable updates to tax laws in 2024.

Filed Under: Tax Planning

Navigating the Wash Sale Rule in Equity Compensation Planning

July 5, 2023 by Parkside Advisors

Are you considering selling shares acquired through your employer’s equity compensation plan? You should be aware of the wash sale rule that can present unique challenges when selling shares at a loss.

Filed Under: Tax Planning

The 2023 Clean Vehicle Tax Credit

April 27, 2023 by Parkside Advisors

Are you considering purchasing an electric or hybrid vehicle this year? In this note, we provide a summary overview of the 2023 Clean Vehicle Credit including a link to the Department of Energy website with information on eligible new and used vehicle models.

Filed Under: Tax Planning

Retirement Plan Changes in the SECURE 2.0 Legislation

January 17, 2023 by Parkside Advisors

The SECURE 2.0 Act is now law and will impact our clients mainly through changes to retirement plan withdrawal rules, 50 and older catch-up contributions, and new ways to add to retirement assets. We highlight some of the changes in this note.

Filed Under: Retirement, Tax Planning

Changes to 2023 Tax Rules Linked to Inflation

December 22, 2022 by Parkside Advisors

One of the few positives to come from recent inflation is the Internal Revenue Services’ inflation-adjusted changes to 2023 tax rules.  These changes span many areas, from income tax brackets to social security to retirement plan contribution limits.

Filed Under: Financial Planning, Retirement, Tax Planning

Upcoming Changes to Tax Reporting Requirements for Payment Apps

December 22, 2021 by Parkside Advisors

PayPal, Venmo, Zelle, and similar 3rd party settlement companies will have expanded tax reporting requirements starting January 1, 2022 under the American Rescue Plan Act (ARPA). Taxpayers receiving payments for goods and services totaling $600 or more through third-party settlement companies in 2022 will now receive Form 1099-K to report the taxable income.

Filed Under: Tax Planning

Update: Potential Changes to Estate Taxes

October 7, 2021 by Parkside Advisors

The Build Back Better Act is inching closer to a vote. While we anticipate the final version will have some compromises, the opportunities for tax planning are beginning to take shape. Here we review the current version of the proposed tax legislation and interpret what it means for you and your estate tax planning.

Filed Under: Tax Planning

Potential Changes to Estate Taxes

June 25, 2021 by Parkside Advisors

The release of the Treasury’s “Green Book” on May 28th offers insight into the Biden administration’s proposals for changes to income and estate taxes. Here we focus on the estate tax proposals, as specified in the Green Book and referred to in other Administration communications.

Filed Under: Tax Planning

Tax Preparation for 2020 Redeposited Required Minimum Distributions (RMDs)

February 25, 2021 by Parkside Advisors

The CARES Act of 2020 allowed taxpayers who were subject to Required Minimum Distributions (“RMD”s) from their retirement accounts to waive those distributions for the 2020 tax year.

Filed Under: Tax Planning

Tax Planning and the November Election

September 18, 2020 by Parkside Advisors

The November election is less than two months away.  The Parkside team wants to briefly summarize the tax platforms of the two candidates and recommend actions for clients to consider depending on the election outcome.

Filed Under: Tax Planning

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