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Are you prepared with your year-end financial checklist to make the most of the new tax laws as 2025 comes to a close? Pure’s Director of Tax, Amanda Cook, CPA, CFP®, shares key updates and practical tips to help you stay ahead in your 2026 tax planning. Transcript It’s hard to believe that 2025 is […]
Pure’s Tax Planning Manager, Amanda Cook, CPA, Esq, teaches how to take advantage of tax-saving opportunities available to you. Outline 00:00 Intro 1:04 Tax Terms 5:45 Tax Deduction vs Tax Credit Example 8:38 2025 Taxable Income Rates 10:19 2025 Capital Gain Rates 10:43 Tax Cuts and Jobs Act Set to Expire: Changes in 2026? 15:00 […]
Maximize your retirement by controlling taxes. Pure’s Financial Planner, Daniel Goldstein, CFP®, AIF®, provides insights into creating portfolio diversification and strategically locating assets to reach your long-term retirement goals. You’ll learn about: How the tax triangle can apply to your situation How retirement funds are being taxed now Where you are in our current tax code […]
How is inflation like Star Wars, and can the Fed tame it? What happened in the financial markets in 2022 and why do they perform better when people feel bad? Is the classic “60/40” stocks/bonds asset allocation model broken? Pure Financial Advisors’ Executive Vice President and Chief Investment Officer Brian Perry, CFP®, CFA charter, AIF® […]
Learn how recent tax legislation and proposals impact you, your family, and your retirement savings, and strategies that can help you reduce your tax liability as you plan for a successful retirement. Pure Financial Advisors’ Tax Planning Manager, Amanda Cook, Esquire, CPA, and learn how to take advantage of tax-saving opportunities available to you. Outline […]
Changes Begin in Tax Year 2018 President Trump’s tax reform, the Tax Cuts and Jobs Act of 2017, is some of the most sweeping tax legislation that we’ve seen since the Tax Reform Act of 1986 under Ronald Reagan. This new tax reform is effective for tax year 2018 and beyond, and as of this […]
