Taxes
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 and subsequent tax payments. [...]
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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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The New Rules Minimum Distributions from Retirement Accounts
RMD (Retirement) Rules are Changing Recent changes in legislation have brought about new rules and complexities when it comes to withdrawals in retirement [...]
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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
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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Are You Ready for an IRS Audit?
The IRS has announced a new 10-year plan that will put increased scrutiny on wealthy taxpayers. After getting an $80 billion budget increase from last year’s [...]
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When Should I Exercise My Company Stock Options?
When Should You Exercise or Sell Your Company Stock Options? One of the most prolific questions we are asked here at Infinium when a client has stock options. [...]
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