Steven J. Rosenthal, CPA, CFP, JD
Paying Medicare Taxes in Retirement
Bellevue retirees face "hidden" Medicare taxes beyond premiums. Learn the U.S. tax code nuances & let Fulcrum Wealth Advisors guide you.
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Avoid Getting Caught in the “Tax Gap”
The IRS has been active in the past decade seeking to close what is called the “Tax Gap,” which is the difference between what the IRS...
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
New Capital Gains and Estate Tax Planning Challenges with Grantor Trusts
The IRS's Revenue Ruling 2023-2 introduces fresh complexities to estate tax planning, grantor trusts, and capital gains.
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James S. Falcone
- 5 min
Mastering Sudden Wealth Management: Tips and Strategies for Financial Success
Discover the ultimate guide to managing sudden wealth in our latest blog. From budgeting techniques to investment strategies, learn how to m
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Do Designated Beneficiaries of Inherited IRAs Have RMD Requirements?
Inheriting Individual Retirement Account (IRA) assets can be a life-changing event. However, it comes with complex tax and distribution rule
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Washington Capital Gains Tax Revisited
The WA State Supreme Court ruled on Friday, March 24, 2023, to uphold the state’s 7% capital gains tax. Read more.
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Tax Diversification: Minimize Your Liability And Ensure The Longevity Of Your Retirement Savings
Tax diversification is an essential element of retirement planning that should be considered along with investment diversification. It is...
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Washington State Capital Gains Tax
The State of Washington has enacted a 7% Capital Gains Tax due to be paid on or before April 18, 2023. Several exemptions apply, and...
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
The 3 key things you need to know about: SECURE Act 2.0 RMD.
On December 19, 2022, a retirement bill known as SECURE Act 2.0 was signed into law. It was part of the Consolidated Appropriations Act...
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Tax Loss Harvesting in 2022
Tax loss harvesting is in the spotlight due to securities market declines in 2022. Consequently, many investors have unrecognized tax...
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Tax Returns and Retirement Financial Planning
Tax returns are essential for developing a retirement plan, especially at or near retirement years. A tax return can provide clues to...
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Roth IRA Conversion Tax Considerations
The strategy of making regular Roth IRA conversions should be considered by persons with pre-tax retirement assets. When a Roth...
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Capital Gains Income Exclusions on the Sale of a Principal Residence
Many persons approaching retirement own real estate that has appreciated significantly over time. If the real estate is used as a...
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
The Tax Implications of Investing in Foreign Securities
U.S. investors may increase the diversity of their portfolios by investing in foreign securities but should be aware that these investments
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Washington Estate Tax Planning
Learn how the Washington estate tax can affect families seeking to pass assets to their heirs.
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Cryptocurrency Tax Reporting Issues
Cryptocurrency tax reporting has created confusion for some taxpayers eager to invest in this asset class. Here's what you need to know.
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
The Case for Roth IRA Conversions in a Volatile Market
Roth IRA accounts are desirable retirement savings vehicles for many retirees. If you haven't yet made the conversion, now may be the time.
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Steven J. Rosenthal, CPA, CFP, JD
- 2 min
Retirement Planning Under SECURE Act 2.0
On March 29, 2022, the U.S. House of Representatives approved the Securing a Strong Retirement Act of 2022, also known as SECURE Act 2.0.
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Steven J. Rosenthal, CPA, CFP, JD
- 6 min
Blog 3: 8 Tax Tips for SMBs In 2021
Small to medium-sized businesses can recognize tax benefits or minimize tax risks using the following tips. Our tax expert, Steven...
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Steven J. Rosenthal, CPA, CFP, JD
- 3 min
Blog 2: Sellers Beware - Business Valuations May Be Affected By Undiscovered Tax Risks
Failure to discover tax risks can cost you thousands at closing. Here’s how to preserve your maximum business valuation.
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