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Tax Management

Tax management blogs cover everything from investment taxes to personal taxes. We help you better understand different strategies you can take to legally minimize and eliminate taxes.

14 05, 2018

Big Island and Changes in the 2018 Tax Law

By |2020-04-27T17:18:58+00:00May 14th, 2018|Financial Planning, Tax Management|Comments Off on Big Island and Changes in the 2018 Tax Law

I love the Big Island of Hawaii and am truly saddened to see the devastation wrought by the recent eruption of the Kilauea volcano. The very same volcanic force of nature that created one of the most beautiful paradise Islands on Earth is currently wreaking havoc on the Southeast Puna [...]

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7 02, 2017

Charitable Moves You can Make with Your IRA

By |2020-04-27T17:19:30+00:00February 7th, 2017|Financial Planning, Tax Management|Comments Off on Charitable Moves You can Make with Your IRA

The IRA has long been viewed by the investment community as one of the best vehicles for saving for your own retirement, hence the name, Individual Retirement Account (IRA). What most people don’t know is that you can make charitable donations directly from your IRA and that it may reduce [...]

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4 05, 2016

Postmodern Finance Part 5: Render unto Caesar

By |2020-04-27T17:19:49+00:00May 4th, 2016|Investing, Postmodern Finance, Tax Management|Comments Off on Postmodern Finance Part 5: Render unto Caesar

Okay, here's an easy one, which would you have rather owned, Asset A or Asset B? Asset A, in this case, is the SPDR REIT ETF. Asset B is Vanguard's Total Stock Market ETF. As you can see, over the period 2003-2015, REITs (Real Estate Investment Trusts, basically stocks of [...]

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