The HFP Blog
Helping you spend more time the way you want.
How is my Social Security benefit taxed?
We take a look at how Social Security retirement benefits are taxed at the federal and state level. We also briefly discuss how OBBA has changed the landscape.
83(b) Election: How it can cost you or save you big money.
A light primer on the 83(b) election and the impact it can have if your employer stock goes up.
Need to reallocate but don’t want to pay capital gains tax? Read this.
We disucss a little known corner of the tax code that allows for in kind exchanges or stock for shares in a new ETF. It allows investors to rediversify without triggering capital gains.
The $7 Million Tax Strategy Most Business Owners Have Never Heard Of
If you are exiting (selling) your business to an ESOP, you will want to qualify for the section 1042 gain deferral, here are the basics.
You have two sets of cost basis on your ISOs
We go over the differences between AMT basis and regular tax basis created with an ISO exercise.
