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How Tax Loss Harvesting Works

Over the past few weeks, we have discussed various strategies for reducing taxes through retirement plan contributions and charitable giving strategies. Another tactic we use at Wiser Wealth Management is tax loss harvesting within our asset management. This can be done throughout the year and the process provides value by selling a security or a […]

Matthews Barnett • December 2, 2021

What is Tax Loss Harvesting?

On this week's episode, Brad Lyons, CFP®, Investment Manager, and Jordan Sute, CPA join Casey Smith to discuss tax loss harvesting. Tax loss harvesting is looking at a loss in your portfolio, selling it so that you can sell off the loss, and then reinvesting it into something else. This technique leverages a circumstance in […]

Hadley Glenn • November 29, 2021

Changes to Medicare Part B Premiums

It was recently announced that changes to Medicare part B will cause premiums to significantly increase, almost double what was anticipated. Watch this video to learn more about these changes. Matthews Barnett, CFP®, ChFC®, CLU® Financial Planning Specialist

Matthews Barnett, CFP®, ChFC®, CLU® • November 26, 2021

Digital Assets: Bitcoin in Your Portfolio

Robert Swarthout joins Casey on today's new episode to discuss cryptocurrency, digital assets, and block chain. Bitcoin is growing at a fast rate, but in the finance world it is still small. 46% of households recognize the term bitcoin and there are currently 13,285 crypto assets out there right now. Listen on Apple Podcasts or […]

Hadley Glenn • November 26, 2021

How to Avoid Tax Settlement Scams

Tax settlement companies use the radio, television and the internet to advertise help for taxpayers in distress. If you pay them an upfront fee, which can be thousands of dollars, these companies claim they can reduce or even eliminate your tax debts and stop back-tax collection by applying for legitimate IRS hardship programs. The truth […]

Casey Smith • November 24, 2021

Tax Strategies to Avoid & How to Negotiate with the IRS

On this week's episode, Casey Smith is joined by Jordan Sute, CPA from Sute CPAs to talk about tax strategies to avoid and how to negotiate with the IRS. Listen on Apple Podcasts or through YouTube: SUMMARY: Here's helpful info and tips about the IRS Dirty Dozen Tax Scams for 2020. Phishing Scams The IRS […]

Hadley Glenn • November 22, 2021

Who benefits from ESG portfolios?

ESG investing has taken the investment world by storm in 2021. What difference are you really making by buying ESG funds? Casey Smith President

Casey Smith, President • November 19, 2021

How to Get the Most out of Your 401k

Tax Strategy Most people think about their company 401k plan as a way to save for their future. This is correct, but it can also be a great tax deduction. Under this current tax environment, it is hard to reduce your tax burden when you work as an employee of a company. However, when you […]

Casey Smith • November 18, 2021

Retirement Tax Savings for Employees and Small Business Owners

On this week's episode, Casey Smith talks with Jordan Sute, CPA and Matthews Barnett, CFP®, ChFC®, CLU® to discuss maximizing tax savings for employees and business owners. They go over 401(k) plans, Roth IRAs, and other company retirement accounts. Listen on Apple Podcasts or through YouTube: SUMMARY: The Basics A 401(k) plan is an employee-sponsored […]

Hadley Glenn • November 15, 2021

Ways Businesses Can Reduce Taxes and Plan for the Future

There are many ways employees and small business owners can reduce their taxes and plan for the future through qualified retirement plans. Most employees who work for larger companies participate in or are at least aware of 401k plans. These plans can be strictly pre-tax or have Roth contribution components to them as well. However, […]

Matthews Barnett • November 14, 2021

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