Qualified Small Business Stock (QSBS) represents an opportunity for investors, particularly those interested in startups and small businesses. Enacted as part of the U.S. tax code under Section 1202, QSBS can offer significant tax advantages, including the potential for substantial capital gains exclusions. This article provides an overview of QSBS, exploring its key features, […]
What is the Estate Tax Cliff? Death and Taxes are famously the only guarantees in life; estate and inheritance taxes uniquely combine these items. Many people are aware there is a federal estate tax; however, many states also assess an estate tax that can create a significant tax liability. This risk can be mitigated with […]
As we begin the fourth quarter, we are pleased to provide a comprehensive checklist from fpPathfinder, which includes important questions to consider as we move toward year-end. Dislosure Third-party articles are for general information purposes only and do not constitute any offer or solicitation to buy or sell any securities or products of any kind. […]
In the world of real estate investment, savvy investors are constantly on the lookout for strategies to maximize returns while minimizing tax liabilities. One such strategy that has gained popularity and can be a powerful tool in the investor’s arsenal is the 1031 exchange. This is codified under IRS section 1031[1], which allows investors to […]
Parsippany, NJ Headquarters, August 7, 2024 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm[1] and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, announces its ranking at #37 on Financial Advisor’s List of Top 50 Fastest-Growing Firms by Assets Under Management (AUM). This is the first year […]
Many people are familiar with the phrase, “Don’t put all your eggs in one basket.” This phrase originated in the famous novel Don Quixote by Miguel Cervantes in 1605. The term refers to the idea that you should not be overly dependent on any single thing. This idea is synonymous in a portfolio context with […]
Parsippany, NJ Headquarters, July 9, 2024 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm[1] and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, announces its ranking at #29 on Accounting Today‘s List of Top Firms by Assets Under Management (AUM). This prestigious “Wealth Magnet” designation places SAXWA […]
As we find ourselves in the midst of another pivotal election year, the financial landscape is inevitably influenced by the political currents shaping our world. To help you navigate the complexities of the markets during this time, SAX Wealth Advisors has teamed up with Dimensional Fund Advisors to delve into the unique challenges and opportunities […]
There’s a popular perception that “dividend stocks”—i.e., stocks with a reputation for paying out consistent dividends—can deliver decent returns, while also creating a dependable income stream for spending in retirement or elsewhere. But is stocking up on dividend stocks really such a good idea? Building a concentrated position in dividend stocks may appeal at a […]
