The Massachusetts Millionaire Tax – Part 2
Mark Haser, M.B.A., CFP®
January 3, 2023
In part one of this post, I covered three planning strategies to help reduce or defer income in light of the new “millionaire” tax in
In part one of this post, I covered three planning strategies to help reduce or defer income in light of the new “millionaire” tax in
This past November, residents of Massachusetts voted in favor of amending the state constitution to impose an additional 4% tax on taxable income over $1M,
During market downturns, investment managers will often engage in tax-loss harvesting as a way to create a little tax ‘alpha’ (a.k.a. positive return) in an
At Artemis, we have long been fans of the Health Savings Account, or HSA. While these accounts have been around since 2004, many people still
On Monday of last week, the House Democrats advanced a tax bill known as the “American Families Plan.” The bill’s goal is to find the
The financial planning implications of a Biden presidency are extremely broad. Given the expansive nature of the potential changes, I am focusing this post on
The IRS and Treasury have extended the deadlines for filing and paying your federal taxes to July 15th. Here’s a handy link to check your
On December 20, 2019, President Trump signed into law The SECURE Act. The bill is designed to ease the looming retirement savings crisis by creating
115 Newbury Street, Suite 302, Boston, MA 02116
617-542-2420 | [email protected]
©2023 Artemis Financial Advisors, LLC. All rights reserved.