Beyond Bulls & Bears

Tag: taxes

Six tax planning ideas for navigating market volatility
Wealth Planning

Six tax planning ideas for navigating market volatility

Navigating market volatility can be challenging for investors. Our Bill Cass shares several tax planning strategies to consider.

Bill Cass, CFP®, CPWA® |
Will Social Security change as spending cuts are considered?
Wealth Planning

Will Social Security change as spending cuts are considered?

Social Security faces funding issues by 2035, but major changes to the program are unlikely in the near term. Our Bill Cass highlights what is being discussed as the federal government looks to reduce spending.

Bill Cass, CFP®, CPWA® |
This tax season don’t forget about digital assets
Wealth Planning

This tax season don’t forget about digital assets

When dealing with digital assets it’s important to keep records and consult a tax professional. Our Bill Cass explains the taxation rules around cryptocurrency.

Bill Cass, CFP®, CPWA® |
Your ship finally came in. Now what?
Wealth Planning

Your ship finally came in. Now what?

Receiving an unexpected gift or inheritance is something that people may dream about. Our Bill Cass discusses some key considerations if that dream becomes reality and you do receive a financial windfall.

Bill Cass, CFP®, CPWA® |
Key planning ideas to maximize your 2025 tax savings
Wealth Planning

Key planning ideas to maximize your 2025 tax savings

For 2025 tax planning, our Bill Cass shares income tax planning strategies that can help manage current tax bills and prepare for future changes. Here are the highlights.

Bill Cass, CFP®, CPWA® |
Rebuilding hope: Immediate assistance and financial guidance for wildfire victims
Wealth Planning

Rebuilding hope: Immediate assistance and financial guidance for wildfire victims

State and federal agencies are providing immediate assistance and financial aid for essentials for wildfire victims in California. Our Bill Cass shares some financial strategies to secure emergency funds and plan finances.

Bill Cass, CFP®, CPWA® |
Key tax figures for 2025
Wealth Planning

Key tax figures for 2025

A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Our Bill Cass shares the updated key tax figures and some planning considerations for the year ahead.

Bill Cass, CFP®, CPWA® |
Time is running out: Is a Roth IRA conversion right for you in 2024?
Wealth Planning

Time is running out: Is a Roth IRA conversion right for you in 2024?

Taxpayers may want to consider a Roth IRA conversion for 2024 but need to act before the end of the year to realize income this year. Our Bill Cass explains when a Roth conversion may make sense.

Bill Cass, CFP®, CPWA® |
Get a jumpstart on year-end planning with this useful checklist
Wealth Planning

Get a jumpstart on year-end planning with this useful checklist

Year-end can be an opportune time to review finances, rebalance portfolios, and possibly reduce taxes. Our Bill Cass shares some highlights from a year-end planning checklist.

Bill Cass, CFP®, CPWA® |
Medicare open enrollment presents opportunity to change existing plans
Wealth Planning

Medicare open enrollment presents opportunity to change existing plans

Medicare open enrollment, held from October 15 to December 7, allows individuals to change or sign up for plans, and potentially save money and improve coverage. Our Bill Cass shares the key things you need to know.

Bill Cass, CFP®, CPWA® |
Surviving disaster: Key considerations for moving ahead
Wealth Planning

Surviving disaster: Key considerations for moving ahead

Surviving a disaster involves securing safety, accessing help from agencies, and documenting damages for insurance claims. Our Bill Cass highlights numerous resources for financial relief, including accessing emergency funds, insurance and tax considerations.

Bill Cass, CFP®, CPWA® |
US elections: How the presidential candidates stand on taxes
Wealth Planning

US elections: How the presidential candidates stand on taxes

Taxes are top of mind for many. See what the US presidential candidates stand on tax policy as we enter the final weeks before the election. Our Bill Cass compares their plans.

Bill Cass, CFP®, CPWA® |