Financial Planning | True North Financial Advisors, Inc

Tax Loss Harvesting Provides Investors Tax Alpha for Investment Portfolios in 2024 Tax Year?

Now is the time, for the 2024 tax year, to take a good look at your non-qualified, taxable investment accounts to consider tax loss harvesting strategies for your portfolios. Effective tax loss harvesting can help increase the Tax Alpha for your investment portfolio. A positive Tax Alpha impact on investment performance occurs when capital gains…

Manage Your Wealth Using Trusts to Maximize Charitable Giving While Minimizing Estate Taxes

Managing your estate to maximize your wealth for you and your family can be accomplished through the use of two types of charitable trusts. Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs) are two types of trusts known as, split-interest trusts used by individuals and families for managing taxes in an estate plan while…

The Year in Review – Can Help You Stay on Course in 2017

The Year 2016 is near and end. For those who do not have a financial plan, it is sometimes hard for some individuals to not feel a sense of regret as time keeps marching by and there always seems to be so much to do, to keep up, to keep from falling behind, to accomplish…

Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties

The Trade Priorities and Accountability Act of 2015 (H.R. Bill 2146), also known as the Defending Public Safety Employees’ Retirement Act, became effective December 31, 2015. The new tax law expanded the exemption for many federal public safety employees to include federal law enforcement officers, customs and border protection officers, federal firefighters, and air traffic…

Category Archives: Financial Planning

Tax Loss Harvesting Provides Investors Tax Alpha for Investment Portfolios in 2024 Tax Year?

Manage Your Wealth Using Trusts to Maximize Charitable Giving While Minimizing Estate Taxes

The Year in Review – Can Help You Stay on Course in 2017

Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties

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