Surfgolf
Level 2
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  • I don't know how many use a captive insurance strategy for their high income earners. I don't see a method to calculate the deduction.
    Surfgolf
    1
    Jul 06, 2022
  • I am wondering if we could include an ability to calculate the tax savings with a conservation easement. This is a pretty good strategy, but I don't see a metho...
    Surfgolf
    2
    Jul 20, 2022
  • I am trying to compute a backdoor Roth strategy with decreased value stock held in an IRA. I'm not finding the ability to show the increase in tax due to the co...
    Surfgolf
    1
    Jul 06, 2022
  • Great answer. I have followed your advise and I have the information. Thank you Rick. Now, my (hopefully) last question is where do I enter it in the program?
    Surfgolf
    4
    Apr 08, 2023
  • A bit confused.Employee had shares vested.Zero Basis.Morgan Stanley shows the taxable compensation, deduction for release costs, as well as taxes paid (includin...
    Surfgolf
    10
    Apr 08, 2023
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Member Since ‎06-17-2020
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