Income Tax Planning

July 15, 2025

Understanding the One Big Beautiful Bill and Its Tax Changes

Signed into law by President Trump on July 4, 2025, the One Big Beautiful Bill […]
March 26, 2025

Harvesting the Loss: When Does It Make Sense?

At Bragg Financial, we ask ourselves certain questions repeatedly throughout the year: Should we harvest […]
December 23, 2024

2025 Tax Rates & Inflation Adjustments

The cost of living adjustments and tax changes for 2025 were released by the IRS […]
November 11, 2024

Your 2024 Year-End Planning Checklist

With election day behind us and the frantic holiday season fast approaching, you might want […]
October 15, 2024

Tax Sunset Looming: Is Your Estate Ready for 2026?

Fifteen months remain until certain provisions of the Tax Cuts and Jobs Act expire on […]
July 16, 2024

Equity Compensation: A Primer on Restricted Stock

As a corporate executive, you likely receive an annual letter detailing your compensation, including a […]
June 20, 2024

Simple Solutions to Reduce Your Estate Tax

The abundance of speculation about where the estate tax exemption will land in 2026 leaves […]
December 6, 2023

An Executive’s Guide to Non-Qualified Deferred Compensation Plans

Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
November 28, 2023

2024 Tax Rates & Inflation Adjustments

The IRS released Revenue Procedure 2023-34 (PDF) and Notice 2023-75 (PDF), which detail the tax changes, inflation […]