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Welcome to the WINDERMERE blog

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Inflation has been a headwind for many of us in many areas of our lives over the past few years. One way it has helped us (perhaps without us even noticing) is its impact on income taxes. I explained this dynamic to a client earlier this week and thought it was worth pointing out here […]

Client Question: Taxes and Inflation

November 16, 2023

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Taxes – everyone’s favorite subject! I’ve been working with several clients in the past month to process Required Minimum Distributions. As those amounts are taxable, as part of that process, I consult with their tax advisors to run a quick tax estimate and calculate the appropriate withholding amount. As I’ve worked thru this process, it […]

Client Question: Tax Withholding

December 8, 2022

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When you think of this time of year and harvesting, your mind may go to crops and farming. But don’t forget about harvesting investment losses as well. This topic came up with a client recently who asked for a reminder on why it can be a useful strategy, especially in a down year such as […]

Client Question: Harvest Season

November 3, 2022

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Some problems are definitely better than others. A recent client question about possible ways to circumvent a material gain in a taxable account is certainly a nice problem to have – but one that still deserves some discussion. Investment Taxation Basics Let’s start with an overview of taxation of investments. If you are buying and […]

Client Question: Managing Investment Gains

August 18, 2022


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