Taxes

Tax Loss Harvesting – A Guide for Making the Most of a Down Market

By Melissa Joy, CFP®, CDFA® / March 10, 2022

As an investor, the new year has reminded us of the sometimes difficult feelings that come with a down market. Reminding ourselves of the normality of market fluctuation can be […]

Breakdown of New Michigan Tax Law Impacting Pass-Through Businesses

By Melissa Joy, CFP®, CDFA® / January 10, 2022

Lately, there has not been a dull moment when it comes to tax updates. That being said, we have another tax update for you, this time relating to a new […]

How Will My Qualified Employee Stock Purchase Plan Impact My Taxes?

By Melissa Joy, CFP®, CDFA® / October 13, 2021

Employee Stock Purchase Plans (ESPP) allow the purchase of employer stock at a discount. This creates an incentive for employees to increase their ownership stake with the company. There are […]

calculator with the word Taxes in its field, pencil, and pie chart with numbers

House Democrat Tax Proposal: What You Need to Know

By Melissa Joy, CFP®, CDFA® / September 20, 2021

The House Democrats have released an outline detailing some proposed tax increases. These tax hikes are set to fund spending on social infrastructure build-out and climate policy. While it is […]

woman looking down at tax documents on the table

What You Should Do If You Think Taxes Are Going Up

By Melissa Joy, CFP®, CDFA® / February 1, 2021

Taxes have changed over time throughout American history. In 2021, many Americans anticipate a higher tax rate with the Biden administration. Current top income tax rates are on the low […]

Will My Michigan Pension be Taxed?

By Melissa Joy, CFP®, CDFA® / October 22, 2019

Will My Michigan Pension Get Taxed? As you prepare for retirement, taxes may be top of mind. A 2011 change to taxation of Michigan pensions remains relevant for Michigan retirees […]