For investors who would rather have it handled
Some people can do their own taxes and choose not to. If your money is invested, inherited or spread across accounts and K-1s, you want someone watching the whole picture.
Investors usually face four tax questions: when to realize gains and losses, how much to pay in quarterly estimates, how K-1 and trust income fits in, and how to give or pass on wealth efficiently. Jerome answers them with a projection each year, not a guess in April.
What Jerome helps with
- Capital gains timing and tax-loss harvesting
- Wash sale and cost basis clean-up
- Crypto and digital asset reporting
- K-1s from partnerships and funds
- Net investment income tax planning
- Required minimum distributions
- Qualified charitable distributions
- Estate and trust income tax returns
A few numbers worth knowing
Long-term capital gains are taxed at 0%, 15% or 20% depending on income, and higher earners can owe an extra 3.8% net investment income tax above $200,000 of modified AGI ($250,000 married filing jointly). Brokers now report digital asset sales on Form 1099-DA, so crypto is firmly on the IRS radar.
Related services
Tax planning, estimated taxes, K-1s, estates and trusts and non-resident and expat returns.
Common questions
Can I avoid capital gains tax when I sell investments?
You can often reduce or defer it: holding for more than a year, harvesting losses to offset gains, giving appreciated assets to charity, or timing sales across tax years. Each option has trade-offs worth running through a projection first.
How are inherited investments taxed?
Inherited assets generally get a new cost basis equal to their value on the date of death, which can wipe out the built-in gain. Keep records of that value; it matters when you sell.
Do I need to make estimated payments on investment income?
If your withholding does not cover the tax on your gains, dividends and interest, yes. Jerome sets the amounts each quarter based on what has actually happened.
It's always tax time. Let's get ahead of it.
Tell me what is going on with your taxes or your business. A short call is usually enough to know the next step.