Taxes
Considerations for Handling Large Tax Debt
In the wake of the global financial crisis, there has been a significant increase in the number of high-net-worth individuals facing challenges in meeting their [...]
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Ensuring Your Trust Holds up to IRS Scrutiny
As the IRS intensifies its efforts to audit wealthy taxpayers, a significant focus is being placed on trusts, particularly those with complex structures that offer [...]
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Underpayment Penalty Doubles for Estimated Tax Payments
The Internal Revenue Service (IRS) has recently implemented a significant change that could have a substantial impact on taxpayers. Starting October 1, 2023, the [...]
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Understanding Changes in Medicare for 2024 – Telehealth & Cost
In 2024, Medicare is set to undergo significant changes that will have a profound impact on America’s seniors. From tax hikes for high earners to expanded [...]
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Here are the New Rules Required Minimum Distributions from Retirement Accounts
RMD Rules are Changing Recent changes in legislation have brought about new rules and complexities when it comes to withdrawals in retirement accounts. Over the [...]
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Stock Options & Your Employment Contract
Stock options have been a standard part of upper-level employee contracts for many decades. In the history of businesses, an “interest” in the [...]
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Senior Executives: An Intro to 10b5-1 Plans
Are you a corporate senior executive with too much publicly traded company stock? If so, you are not alone. At Infinium Investment Advisors, often times we find [...]
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Social Security Benefits Set to Rise 3.2% in 2024, Less Than Half of 2023’s Increase
Based on the latest Consumer Price Index (CPI) data, it has been estimated by the Senior Citizens League that the Cost–of–Living–Adjustment [...]
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What is a Private Foundation?
Private foundations (PF) are a type of nonprofit organization that requires careful consideration when it comes to taxes. Navigating the tax rules associated with [...]
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How to Save Taxes with the Net Unrealized Appreciation Strategy
One of the big advantages that employees of public companies have is the ability to accumulate shares of stock in the company for which they work. If you are [...]
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