Tag: capital

  • SBA Reopens EIDL Program to Small Businesses and Non-Profits

    SBA Reopens EIDL Program to Small Businesses and Non-Profits

    The Small Business Administration (SBA) recently announced that it has reopened the Economic Injury Disaster Loan (EIDL) and EIDL Advance programs to eligible applicants still struggling with the economic impact of the COVID-19 pandemic. The EIDL program offers long-term, low-interest loans to small businesses and non-profits. If your company hasn’t been able to procure financing…

  • Act Soon to Save 2018 Taxes on Your Investments

    Act Soon to Save 2018 Taxes on Your Investments

    Do you have investments outside of tax-advantaged retirement plans? If so, you might still have time to shrink your 2018 tax bill by selling some investments. You just need to carefully select which investments you sell. Try balancing gains and losses If you’ve sold investments at a gain this year, consider selling some losing investments…

  • Mutual Funds: Handle with Care at Year End

    Mutual Funds: Handle with Care at Year End

    As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips. Avoid surprise capital gains Unlike with stocks, you can’t avoid capital gains on mutual funds simply by holding on to the shares.…

  • Tax Planning for Investments Gets More Complicated

    Tax Planning for Investments Gets More Complicated

    For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine whether to buy or sell investments before year end to save taxes. This year, you also need to keep in mind the impact of the…

  • Saving Tax on Restricted Stock Awards with the Sec. 83(b) Election

    Saving Tax on Restricted Stock Awards with the Sec. 83(b) Election

    Today many employees receive stock-based compensation from their employer as part of their compensation and benefits package. The tax consequences of such compensation can be complex — subject to ordinary-income, capital gains, employment and other taxes. But if you receive restricted stock awards, you might have a tax-saving opportunity in the form of the Section…