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Taxes

New Tax Law Expands 529 and ABLE Plans

Submitted by Bernhardt Wealth Management on March 19th, 2018

In addition to almost doubling the personal exemption and providing breaks to businesses, the new tax law signed by President Trump in December contains a provision that could be very helpful for parents and grandparents who are trying to fund a child’s education or pay for a disabled child’s care.

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Out with the Old, In with the New (But Not Yet)

Submitted by Bernhardt Wealth Management on March 12th, 2018

With all the discussion surrounding the passage of the new tax law at the end of 2017, it may seem to many taxpayers that everything has changed.

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The New Tax Law

Submitted by Bernhardt Wealth Management on December 26th, 2017

Last week on December 22, 2017, President Trump signed into law the largest overhaul of the U.S. tax code since the Reagan administration. The law has been widely hailed as very positive for business, and it appears that the law also provides benefits for many middle-income taxpayers.

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  • Estate Planning
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The New Tax Reform Bill

Submitted by Bernhardt Wealth Management on December 4th, 2017

On Saturday, December 2, 2017, at about 2:00 AM, Eastern Standard Time, the US Senate passed the most comprehensive tax reform bill in more than thirty years: the Tax Cuts and Jobs Act. Previously, in mid-November, the House of Representatives had passed a version of the same bill.

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Tax-Savings Tips for the Self-Employed

Submitted by Bernhardt Wealth Management on August 21st, 2017

Many of our clients are truly savvy individuals who have a firm grasp on not only the tax tips that follow, but on even more complex tax strategies that are often advantageous for larger businesses with millions in sales and dozens or even hundreds of employees.

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The IRS’ Top 400

Submitted by Bernhardt Wealth Management on January 9th, 2017

The recent presidential campaign featured quite a bit of debate on taxes, focusing especially on whether top earners were paying their fair share.

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Joy to the World (But Tax Time is Coming)!

Submitted by Bernhardt Wealth Management on December 5th, 2016

In the midst of holiday celebrations with family and friends, it’s easy to forget that tax time is just a quarter away. There are steps you can take before the year ends to minimize your tax bill.

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Clinton and Trump on Taxes

Submitted by Bernhardt Wealth Management on October 9th, 2016

Did you watch the Presidential Debate last night? Most Americans agree that this has been one of the most eventful and contentious Presidential races in recent memory. And many Americans believe both candidates are flawed. Nevertheless, these are the candidates that rose to the top in each party’s primary process.

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Taxes: Clinton and Trump Tax Plans

Submitted by Bernhardt Wealth Management on September 11th, 2016

The first Presidential Debate is scheduled for September 26. At that time we will see Hillary Clinton and Donald Trump square off against each other. In the meantime, both candidates are beginning to fill in the details of their platforms.

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Tax Loss Harvesting

Submitted by Bernhardt Wealth Management on December 14th, 2015

If you have investment losses this year, consider “harvesting” those losing positions before year-end to reap tax benefits. Here’s how the strategy of tax loss harvesting works: When you sell a position for a loss, you can use the loss to offset your annual capital gains.

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