After Tax Season Clean Up

By |2024-05-08T10:04:22-05:00April 24th, 2024|

"Share the Wealth" is a bi-weekly financial education podcast hosted by Lyndsey Payne, MBA and Leyah Dauber, a pair of Financial Advisors at John G. Ullman & Associates. The pairing teams up to share the wealth of financial education in a series by women, for women. In this episode, Lyndsey and Leyah present on the topic, "After Tax Season Clean Up". This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

Refining Your Estate Plan: Updates to Consider After Completing Your Taxes

By |2024-04-23T14:21:39-05:00April 23rd, 2024|The Blog @JGUA|

Phew, tax season is done! Tax returns are filed, or maybe they are on extension. While you may be quick to diligently pack them away with prior year’s returns, don’t do so quite yet! Right now is probably the closest you will be to all your finances, and is an optimal time to take a [...]

The Tax-Conscious Investor: Maximizing Returns by Minimizing Taxation

By |2024-04-02T12:22:15-05:00April 2nd, 2024|The Blog @JGUA|

In today’s complex financial landscape, savvy investors understand that building a portfolio shouldn’t just be about maximizing your return for a certain level of risk. More and more people are starting to realize that you must consider the tax components of your investments, as it can have a big effect on what you are actually [...]

Mastering Tax Loss Harvesting: A Strategic Guide to Lowering Your Tax Liability and Boosting Your Investments

By |2023-10-17T13:09:06-05:00October 10th, 2023|Investment Management, Retirement, The Blog @JGUA|

You may have heard of the phrase “tax loss harvesting” in the context of sales of stocks or other investments, and wondered exactly what it means.  Tax loss harvesting generally refers to selling investments (i.e. capital assets) at a loss, specifically timing them so that they offset gains (both capital and ordinary) in the [...]

Not So Happy Tax Day?

By |2019-01-10T11:44:36-05:00April 17th, 2018|The Blog @JGUA|

Andrew Baron, CFP® Associate Advisor Sometimes life gets the better of us and filing taxes can slip through the cracks. There can be numerous reasons for this to happen—from general procrastination to life-altering catastrophes. Regardless of your reason, anyone may request an automatic 6-month extension. This is an extension of time to file your tax [...]

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