taxes – Frey Tax & Wealth Management L.L.C.

High-Income Individuals Face New Medicare-Related Taxes

The health-care reform legislation enacted in 2010 included new Medicare-related taxes that first took effect in 2013. These new taxes target high-income individuals and families. Here are the basics: Additional Medicare payroll tax If you receive a paycheck, you probably have some familiarity with the Federal Insurance Contributions Act (FICA) employment tax; at the very […]

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Am I Having Enough Withheld?

Financial / By Mark Frey

If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during the year. By comparison, if you owe taxes when you file your return, you may

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Trust Basics

Consulting, Financial / By Mark Frey

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing

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Tax Planning for Income

Financial / By Mark Frey

You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income. 1. Postpone your income to minimize your current income tax liability By deferring (postponing) income to a later year, you may be

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High-Income Individuals Face New Medicare-Related Taxes

Am I Having Enough Withheld?

Trust Basics

Tax Planning for Income

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