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Welcome to the WINDERMERE blog

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I’ve been hearing from a few clients this week asking when they will receive their 1099s from Schwab (the custodian we work with at Windermere). With tax season in full swing, I thought these reminders may be helpful for a wider audience What is a 1099? A 1099 is a tax form that reports non-employment […]

Client Question: 1099s

February 15, 2024

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A lot of the questions I receive from clients are triggered by newspaper articles or stories on the business news channel that they come across. That was the case this week when a client asked about a tax mentioned in the Wall Street Journal – the Net Investment Income Tax. Let’s take a look What […]

Client Question: Net Investment Income Tax

June 29, 2023

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When it comes to income taxes, there is no shortage of rules, acronyms, and best practices. One such “tax term” came up this week as I worked thru a retirement plan distribution for a client. Find out what “safe harbor” means in terms of estimated income tax payments and why it’s a strategy you should […]

Client Question: Safe Harbor

June 1, 2023

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If you are a procrastinator when it comes filing your income tax return, rest assured you are not alone. The IRS reported that it had received 90 million tax returns as of March 30th (of an estimated 168 million) so clearly, a lot of returns will be coming in under the wire! I’ve heard from […]

Client Question: Tax Deadlines

April 12, 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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Santa isn’t the only one who should be reviewing a list this time of year! I’ve been working thru a year-end financial checklist for myself and my clients the past several weeks and thought it may be helpful to share some of the key items. (Note: as always, be sure to consult your advisors to […]

Making a List, Checking it Twice

December 8, 2022

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In talking with a client and their tax advisor this week, there was some confusion over why mutual funds make distributions (typically in December) that result in unexpected tax consequences. It’s a great question and one you should keep in mind for your portfolio, especially in 2022. Let’s dive in. What is a mutual fund […]

Client Question: Mutual Fund Distributions

November 10, 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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With the 2nd quarter estimated tax payment deadline approaching, let’s talk about everyone’s favorite topic – Taxes! As you well know, taxes are owed on the income you earn. What you may not know is that there are also rules requiring that tax payments are made as you earn and receive income during the year. […]

Estimated Tax Payments

June 10, 2022

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Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) 20 for 2020 – I shared this concept with you last year as well, but I loved the concept so much I have made it an annual tradition. I was first introduced to this concept on the […]

Top of Mind (Q1 2020)

January 18, 2020


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