Taxes
January 2024
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 [...]
Read more Considerations for Handling Large Tax Debt
January 2024
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 [...]
Read more Ensuring Your Trust Holds up to IRS Scrutiny
November 2023
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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November 2023
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 [...]
Read more Understanding Changes in Medicare for 2024 – Telehealth & Cost
October 2023
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 [...]
Read more Here are the New Rules Required Minimum Distributions from Retirement Accounts
September 2023
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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June 2023
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 [...]
Read more What is a Private Foundation?
June 2023
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 [...]
Read more How to Save Taxes with the Net Unrealized Appreciation Strategy
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 [...]
Read more Are You Ready for an IRS Audit?
March 2023
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. [...]
Read more When Should I Exercise My Company Stock Options?
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