by KNSS | Nov 20, 2018 | 2018 Year End Newsletter
One of the most interesting wrinkles of the Tax Cuts and Jobs Act, passed last December, was the creation of Opportunity Zones. According to the IRS, Opportunity Zones are particular distressed communities throughout the country in need of economic revitalization.?...
by KNSS | Nov 19, 2018 | 2018 Year End Newsletter
With the year-end upon us, many investors see it as the time to rebalance their investment portfolios.? However, savvy investors need to be aware of just when the timing is ?right? or ?wrong? to make that buy or sell trade happen. Mutual funds are required by law to...
by KNSS | Nov 19, 2018 | 2018 Year End Newsletter
It’s not too late to cut your 2018 tax bill.? Prior to Dec. 31st: Increase your 401(k) and 403(b) contributions if you haven’t been contributing at the maximum rate all year. This year you can put away up to $18,500 ($24,500 if 50 or older) into your...
by KNSS | Nov 19, 2018 | 2018 Year End Newsletter
As of January 1, 2019, the process for claiming a small business energy exemption will be changing.? For 2019 and later years, small businesses will apply online for an exemption certificate rather than submitting Form ST-13 to their energy provider.? The certificate...
by KNSS | Nov 18, 2018 | 2018 Year End Newsletter
With the year-end upon us, many investors see it as the time to rebalance their investment portfolios.? However, savvy investors need to be aware of just when the timing is ?right? or ?wrong? to make that buy or sell trade happen. Mutual funds are required by law to...
by KNSS | Nov 9, 2018 | 2018 Year End Newsletter, November 2018 Newsletter
To the best of my knowledge, contributing to a Health Savings Account (HSA) is the only investment opportunity that allows for tax-deductible contributions and tax-free withdrawals. Please note that only individuals with a qualifying high-deductible health insurance...
