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August 9, 2016 in Estate Planning, Investing, Summer Refresher Series, Tax Management by
One favorite guest re-post deserves another. This next one originally arrived just in time for Halloween. Authored by Larry Annello (shortly before our two firms merged into SAGEbroadview), the witching season went well with the theme of the then-new, potential 3.8% Medicare surtax on portions of an investor’s income. At least for the foreseeable future, the Medicare surtax remains alive and well. Fail to plan for it in any given tax...

February 17, 2016 in Company Stock Plans, Corporate Executives, Investing, Restricted Stock, Stock Options, Tax Management by
Normally, we love to crank out fresh weekly blog posts, just as we’ve been doing since August 2012. That was before Sage and Broadview had even joined forces to become the unified firm we are today. One of our earlier posts from March 2013 happens to be an important one, on a subject that doesn’t receive as much coverage as it should: What should you do when Restricted Stock Units...

January 19, 2016 in In The News, Tax Management by
On January, 13  Nasdaq published Sheri's piece Avoiding Tax Scams. The article tells/warns you how to avoid tax scammers that call your house and try to get your personal info. "While the Internal Revenue Service may not be your favorite federal agency, criminals posing as IRS representatives are unquestionably the much bigger problem. Here's what to know to protect yourself." Visit here to read the rest of the article  ...

January 19, 2016 in Financial Life Planning, Mindful living, Tax Management by
In our recent post, “Making Time for Creativity,” we shared some insights from “Big Magic” author Elizabeth Gilbert on how and why you should make room in your life for intangible inspiration. This includes organizing your more tangible financial interests. Here are three handy habits for improved financial organization in the year ahead. Locate What You’ve Got Naturally, if you don’t know what you own and where it’s held, it’s going...

November 17, 2015 in Investing, Tax Management by
  Todays post is written by SAGEbroadview Principal, Larry Annello. A few months ago, I introduced our adorable puppy Colbie to the SAGEbroadview community. While our affection for her has grown with her paw size, Colbie is lucky that she is so darn cute, given her talent for sniffing out trouble. This reminds me of one way that investing does NOT parallel our beguiling girl: During turbulent markets, mutual fund investors can...

April 21, 2015 in Investing, Tax Management by
In our last post, we introduced two investment terms that are a little more technical than we normally prefer, but worth knowing when you want to accurately measure your portfolio’s performance:  Time-Weighted Rate of Return (TWR) and Internal Rate of Return (IRR). Since calculating rates of return and portfolio performance requires complex formulas and computer software that may not be readily available, we often see investors turning to an investment’s cost basis...

March 24, 2015 in Risk Management, Tax Management by
  As a follow up to our recent blog post, “Five Warning Signs That It’s NOT the IRS Calling,” a handful of SAGEbroadview clients and others have let us know that they have experienced another form of fraud. Some have received mailings from the IRS (the real IRS), alerting them that they may have fallen victim to identity fraud in the form of a bogus tax return being filed in their name....

March 11, 2015 in Risk Management, Tax Management by
While the Internal Revenue Service may not be your favorite Federal agency, criminals falsely posing as IRS representatives are unquestionably the much greater enemy. As time and technology march on, scammers have been setting increasingly treacherous traps for swindling taxpayers’ assets, identities or both. To make matters worse, their favorite targets are those most likely to succumb to the trickery and least able to afford the assault – such as...