Search found 487 matches

by KATNYC
Mon Jan 15, 2018 12:36 pm
Forum: Investing - Theory, News & General
Topic: How does everyone keep track of your portfolio?
Replies: 171
Views: 23684

Re: How does everyone keep track of your portfolio?

We tried to use personal capital but it's an exercise in frustration since our 401K has no tickers. Some of the funds have thousands of holdings so trying to add tickers to personal capital for a representative sampling became a chore. Small/Mid cap shows as cash and there is no option to change it....
by KATNYC
Mon Jan 15, 2018 2:52 am
Forum: Personal Finance (Not Investing)
Topic: Consulting side gig while at mega corp
Replies: 25
Views: 2720

Re: Consulting side gig while at mega corp

I have a good, stable job at mega corp with about 5 years of experience there. I am about to be promoted and will likely get a 7-10% raise and will be eligible for a 5% bonus. I am also going to participate in a 3-4 year management development program starting sometime this year. That said, one of ...
by KATNYC
Mon Jan 15, 2018 2:43 am
Forum: Personal Finance (Not Investing)
Topic: Getting your spouse on the same page
Replies: 77
Views: 9661

Re: Getting your spouse on the same page

Finances are the biggest reason for divorce. Being on the same page is important. We use a budgeting app that is on our phones with all accounts linked. We can view expenses, income, and net worth at the click of a button. We have maxed out the 1 available 401K, contributed the max to IRA's and we a...
by KATNYC
Mon Jan 15, 2018 2:29 am
Forum: Personal Finance (Not Investing)
Topic: Renting in NYC for a new college grad. Best practices?
Replies: 24
Views: 2724

Re: Renting in NYC for a new college grad. Best practices?

If you’re not sure where in NYC you’d like to live, I recommend subletting a place just to get a feel for the neighborhood — and the subway lines — before you commit to a year-long lease. Listings Project is a great source — it’s a free weekly newsletter with rooms/apartments for sublet or rent. I’...
by KATNYC
Mon Jan 15, 2018 12:32 am
Forum: Personal Finance (Not Investing)
Topic: Credit card cash reward for payment
Replies: 10
Views: 1632

Re: Credit card cash reward for payment

Hi, I was reading this "Credit Card Strategy" thread: https://www.bogleheads.org/forum/viewtopic.php?t=192008 But I can not find the credit cards that offer cash reward for payment (not purchase). For example, I can pay my rent to the land lord, my child care expense to the child care pro...
by KATNYC
Mon Jan 15, 2018 12:16 am
Forum: Personal Finance (Not Investing)
Topic: Sell or Keep a rental condo
Replies: 36
Views: 3419

Re: Sell or Keep a rental condo

+1 to sell.
We did not enjoy being landlords. Can you sell the condo & parking space separately to maximize profit?
Parking spaces in NYC are at a premium: https://www.brickunderground.com/blog/2 ... king_spots
http://www.theparkingclubcondo.com/about/
by KATNYC
Mon Jan 15, 2018 12:10 am
Forum: Personal Finance (Not Investing)
Topic: How long do you save tax returns?
Replies: 39
Views: 4420

Re: How long do you save tax returns?

I shredded paper files a few years ago but have saved the files online. I had returns from the 1990's in paper format.
Everything since 2011 is electronic only.
by KATNYC
Sun Jan 14, 2018 11:27 pm
Forum: Personal Finance (Not Investing)
Topic: Lively HSA offers first dollar investing
Replies: 350
Views: 66348

Re: New HSA provider Lively offers investments for $30/yr fee

Also, if you are determined to use Vanguard mutual funds, you can make one initial purchase, and then set up free periodic investments on whatever schedule you want. So the mutual fund commission is only on the original purchase (and probably the eventual sale), not every year. (But I wouldn't use ...
by KATNYC
Sun Jan 14, 2018 9:37 pm
Forum: Personal Finance (Not Investing)
Topic: Lively HSA offers first dollar investing
Replies: 350
Views: 66348

Re: New HSA provider Lively offers investments for $30/yr fee

Also, if you are determined to use Vanguard mutual funds, you can make one initial purchase, and then set up free periodic investments on whatever schedule you want. So the mutual fund commission is only on the original purchase (and probably the eventual sale), not every year. (But I wouldn't use ...
by KATNYC
Sun Jan 14, 2018 9:28 pm
Forum: Personal Finance (Not Investing)
Topic: Lively HSA offers first dollar investing
Replies: 350
Views: 66348

Re: New HSA provider Lively offers investments for $30/yr fee

I am pretty new to HSAs since my companty is offering a high deductible plan for the first time so I'm learning as much as I can. I came across this thread and have been following for a bit. I reached out to Lively and they now allow contributions through payroll. You just have ask them about it wh...
by KATNYC
Sun Jan 14, 2018 7:07 pm
Forum: Personal Investments
Topic: Opening an HSA - Vanguard Admiral Shares available
Replies: 14
Views: 1828

Re: Opening an HSA - Vanguard Admiral Shares available

Lively is one of the cheapest options but they are removing all the Vanguard ETFs from the commission-free platform. The HSA Authority has a $1,000 threshold but then you can move 100% to investments. They do not have a dollar one option. They have Vanguards funds (albeit fewer options) than Health...
by KATNYC
Sun Jan 14, 2018 4:16 pm
Forum: Personal Investments
Topic: Opening an HSA - Vanguard Admiral Shares available
Replies: 14
Views: 1828

Re: Opening an HSA - Vanguard Admiral Shares available

Lively is one of the cheapest options but they are removing all the Vanguard ETFs from the commission-free platform. The HSA Authority has a $1,000 threshold but then you can move 100% to investments. They do not have a dollar one option. They have Vanguards funds (albeit fewer options) than Health...
by KATNYC
Sun Jan 14, 2018 4:10 pm
Forum: Personal Investments
Topic: Opening an HSA - Vanguard Admiral Shares available
Replies: 14
Views: 1828

Re: Opening an HSA - Vanguard Admiral Shares available

We use HSA Administrators as well. I was going to change to HSA Authority but having to mail in or call to move money around doesn't appeal to me, and HSA Authority had no decent bond choices (all actively managed with ERs of .5 and up, if I remember correctly.) I know I'm paying a little more with...
by KATNYC
Sun Jan 14, 2018 3:36 pm
Forum: Personal Investments
Topic: Opening an HSA - Vanguard Admiral Shares available
Replies: 14
Views: 1828

Re: Opening an HSA - Vanguard Admiral Shares available

Thanks. I was just looking at their web site. I remember looking at them and choosing not to go with them a year ago. I see that HSA Authority is charging $36 a year. It's not clear if there is any other fees--I don't see any others mentioned. But having to keep $1,000 in cash is a deal killer. Giv...
by KATNYC
Sun Jan 14, 2018 2:18 am
Forum: Personal Investments
Topic: Opening an HSA - Vanguard Admiral Shares available
Replies: 14
Views: 1828

Re: Opening an HSA - Vanguard Admiral Shares available

A year ago, I spent a lot of time looking into options and pricing out different providers, including time spent on this forum. I needed to get my own HSA provider (my employer wasn't providing this), and I wanted to be able to invest my account into index funds from dollar one. On these criteria, ...
by KATNYC
Sun Jan 14, 2018 1:17 am
Forum: Personal Investments
Topic: Opening an HSA - Vanguard Admiral Shares available
Replies: 14
Views: 1828

Re: Opening an HSA - Vanguard Admiral Shares available

Is your account sponsored by your employer? I see an annual fee of $45 PLUS a AUM fee of 0.25%. These fees are not competitive. No, my employer doesn't offer an HSA although our plan qualifies. There are a few HSA we checked out. We are also looking at The HSA Authority. We want an HSA with no inve...
by KATNYC
Sat Jan 13, 2018 10:28 pm
Forum: Personal Investments
Topic: Opening an HSA - Vanguard Admiral Shares available
Replies: 14
Views: 1828

Opening an HSA - Vanguard Admiral Shares available

Opening the HSA with https://healthsavings.com/ I was not expecting to see Vanguard Admiral Shares are available. I am interested in some of the listed funds like VMRAX, VWILX, VTSAX and VMRAX but the ER is much higher than I expected. Vanguard GNMA Fund Admiral Shares 1.97% 1.96% 3.95% 4.57% Detail...
by KATNYC
Sat Jan 13, 2018 2:21 pm
Forum: Personal Investments
Topic: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans
Replies: 13
Views: 1044

Re: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans

Paying off a low interest mortgage is a tough one. Some say to pay as agreed, but with an arm you might want to convert to a fixed rate loan before interest rates rise. Carrying a mortgage is a personal rather than a financial decision depending on your attitude toward debt. A couple of posts on th...
by KATNYC
Sat Jan 13, 2018 2:06 pm
Forum: Personal Investments
Topic: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans
Replies: 13
Views: 1044

Re: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans

Yes, I ran a few scenarios using a snowball and avalanche debt reduction calculator with additional money added in 2021. I cannot recall where I found it but the link is: https://www.vertex42.com/Calculators/debt-reduction-calculator.html That is indeed a particularly good calculator for these issu...
by KATNYC
Sat Jan 13, 2018 2:05 pm
Forum: Personal Investments
Topic: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans
Replies: 13
Views: 1044

Re: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans

+1 katnyc You are in exceptionally good shape. My only immediate recommendation was going to be running your two debts through the same calculator you already found. I would also strongly recommend that you consider doing your own taxes, using any one of the popular tax softwares. They will calcula...
by KATNYC
Sat Jan 13, 2018 12:51 pm
Forum: Personal Investments
Topic: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans
Replies: 13
Views: 1044

Re: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans

Just saw an email from the loan servicer about 1098E being mailed: $2,205 interest for 2017. I'm pretty confident this will phase out for 2018 based on rough calculations using 2017 salary and income/OT for the partial year. The plan was to pay off the mortgage before the 10/1 ARM resets in June 20...
by KATNYC
Sat Jan 13, 2018 12:49 pm
Forum: Personal Investments
Topic: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans
Replies: 13
Views: 1044

Re: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans

How much income do you have for the small business? Are you averse to owning rental property such as duplexes or triplexes? Where are you at for your ["messing around" --admin LadyGeek] quotient? You could investigate into vanguards individual k for your small business which allows profit...
by KATNYC
Sat Jan 13, 2018 2:00 am
Forum: Personal Investments
Topic: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans
Replies: 13
Views: 1044

Re: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans

Thanks! Just saw an email from the loan servicer about 1098E being mailed: $2,205 interest for 2017. I'm pretty confident this will phase out for 2018 based on rough calculations using 2017 salary and income/OT for the partial year. The plan was to pay off the mortgage before the 10/1 ARM resets in ...
by KATNYC
Fri Jan 12, 2018 4:02 pm
Forum: Personal Investments
Topic: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans
Replies: 13
Views: 1044

Re: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans

Based on talking to our accountant about the new tax bill, we paid our January mortgage payment in December. We don't have the option to pay real estate taxes in advance.
by KATNYC
Thu Jan 11, 2018 9:45 pm
Forum: Personal Investments
Topic: Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans
Replies: 13
Views: 1044

Opinions for 2018 investment plans - tIRA to ROTH, pay off mortgage 10/1 ARM or student loans

We aggressively paid down debt in 2017, partly due to an old defaulted $23,000 student loan that popped up unexpectedly (long story - get all the details for your GI bill in writing). About us: Ages: 33, 29 Tax Filing Status: Married Filing Jointly No kids Tax Rate: 25% Federal* 9% NYC rate Salaries...
by KATNYC
Tue Jan 09, 2018 1:38 pm
Forum: Personal Finance (Not Investing)
Topic: How can I move back to NYC with such high taxes? (State/City tax, Unincorporated Business Tax)
Replies: 110
Views: 10437

Re: How can I move back to NYC with such high taxes? (State/City tax, Unincorporated Business Tax)

Can your wife get a job with benefits? Since you're not in high finance, a two-income household is basically a requirement. That might be down the road. We are planning on having children in 2018, so I'd like her to stay at home. Daycare in the city can be 30,000/year anyways. I would not recommend...
by KATNYC
Sat Dec 30, 2017 10:05 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]

We've been away for the holidays and didn't make any changes. We are making a charitable donation online for 2017 (honoring a friend like we do annually) as well as buying one job-related item. I paid the mortgage two days early. We are not (cannot) prepay our real estate taxes since we pay them via...
by KATNYC
Sat Dec 23, 2017 4:08 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

On another issue, I have seen people posting that they won’t be able to itemize anymore. That is incorrect. You can always itemize, even if the standard deduction is larger. I don’t know why you would want to, but you are free to do so. If you are using tax software you still want to enter itemize ...
by KATNYC
Fri Dec 22, 2017 4:32 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]

Thanks, guys. We have a chance in the county I live in in New York State to pre-pay the county tax, which I will do since I will lose out on the deduction in 2018 since it is capped at $10k. A lot of the reporting on these changes implies the $10k cap only applies to property taxes; I did not reali...
by KATNYC
Fri Dec 22, 2017 12:02 pm
Forum: Personal Finance (Not Investing)
Topic: Do you see a meaningful change in your income with new Tax Bill?
Replies: 266
Views: 27480

Re: Do you see a meaningful change in your income with new Tax Bill?

No, no income changes beyond raises in March. With SALT/RE cap we'd hit only $8K in deductions (mortgage & RE taxes are comparatively low for NYC) + charity. SALT, mortgage interest & re taxes hit $23K + $8,100 in exemptions (2 people) + charity which fluctuates (more due to hurricanes this ...
by KATNYC
Fri Dec 22, 2017 11:53 am
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Can I pre-pay 2018 mortgage and deduct interest on 2017 taxes?

I've been following the debates about whether we can pre-pay certain taxes, and take the deduction on our 2017 taxes, since this is the last year many of us will be itemizing. I understand that I can't pre-pay 2018 SALT taxes (although I can make an estimated payment now for any state/local tax lia...
by KATNYC
Fri Dec 22, 2017 8:00 am
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]

The Games They Will Play: An Update on the Conference Committee Tax Bill December 18, 2017 https://poseidon01.ssrn.com/delivery.php?ID=620116007095115073098075069070122067035074090016037034077026125100121006078004089068098110016004116055039006022112017110001073098025029084039103016080022004019096005...
by KATNYC
Thu Dec 21, 2017 9:25 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

Where's Livesoft with all this tax chatter? He's fighting the good fight elsewhere : No they are not. They are based on taxable income like they always have been. It seems that very few US citizens actually know much about how their income taxes are calculated. Most Americans do not even know how m...
by KATNYC
Thu Dec 21, 2017 9:12 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

Can someone clarify the times rules on home equity loan interest deductibility? Is it completely removed, or still deductible if used for home improvements? Did this get answered? I am wondering this as well. The kitces article linked previously makes it seem like if the home equity loans or lines-...
by KATNYC
Thu Dec 21, 2017 5:26 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

Can someone clarify the times rules on home equity loan interest deductibility? Is it completely removed, or still deductible if used for home improvements? Did this get answered? I am wondering this as well. The kitces article linked previously makes it seem like if the home equity loans or lines-...
by KATNYC
Thu Dec 21, 2017 5:20 pm
Forum: Personal Finance (Not Investing)
Topic: Accountant fees reasonable?
Replies: 39
Views: 4239

Re: Accountant fees reasonable?

We pay $1,000 in NYC
1040 + schedule A, C, D, SE & K1
NY state return
partnership return
home based business & W2 income.
by KATNYC
Thu Dec 21, 2017 4:57 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

Can someone clarify the times rules on home equity loan interest deductibility? Is it completely removed, or still deductible if used for home improvements? Did this get answered? I am wondering this as well. The kitces article linked previously makes it seem like if the home equity loans or lines-...
by KATNYC
Thu Dec 21, 2017 2:45 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Bunching mortgage for 1 year, 2 years?

Want to run this idea with you folks for my situation: 1. I am pretty sure I will hit hard by AMT in year 2017. 2. In HCOLA state. my SALT+Property tax is way over the allowed $10K. 3. Mortgage interest is about $18K in 2017, which makes my 2018 itemized-deduction ($27K) not too valuable compared t...
by KATNYC
Thu Dec 21, 2017 2:39 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

So for those of us with "side hustle" 1099 income (eg solo consulting, separate from our W2 day job wages) who are excluded from pass through tax relief, does it make any sense to become a C-corp? And to expand on this further, is there a way to become a C-corp and convert our W2 day job ...
by KATNYC
Thu Dec 21, 2017 12:04 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

This is so frustrating. Doing something like this right at Christmas when many people are traveling (including accountants) is asinine and forcing many of us to scramble to confirm details and make prepayments of taxes (if imposed), prepay mortgages, or set up donor-advised funds for charities all ...
by KATNYC
Thu Dec 21, 2017 11:20 am
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread - DAF and matching

Thanks. I definitely didn't read it that way. Glad to know I can get matching with DAF. Just checked, no matching at my corp for DAF "donation must be made by an individual employee and must be made by cash, check, or credit card. Donations in the form of stock, other equity, or “in-kind” donat...
by KATNYC
Thu Dec 21, 2017 11:17 am
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

Vanguard minimum for DAF is $25K I'm planning on opening up a DAF with 20K. Does anyone see any problem with this? Hopefully, you already have these funds at Fidelity and plan to get this going today. I'm resonably sure it can happen by Dec 31 at Fido, but highly doubtful this can happen at VG. Best...
by KATNYC
Thu Dec 21, 2017 11:16 am
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

Extra payments go toward the next month(s) due in some cases if you do not specify that the extra payment(s) is for the principal. Unless you have an interest only loan, 4% of 400k mortgage isn't 16K interest. A chunk of that is principle... His payment might be higher than $16k but a 4% loan on a $...
by KATNYC
Thu Dec 21, 2017 11:14 am
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

True. God forbid they give the rest of us time to plan our financial life after they've had weeks to plan ( in reality years) given that some of these same provisions have been kicked around for years. forcing many of us to scramble To be fair no one is forcing us to do these little tax tricks.
by KATNYC
Thu Dec 21, 2017 10:50 am
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

Friends at non-profits are concerned. We discussed this week. One friend raised about $1 mil this year for her non-profit in 2017. That could drop for 2018 given the expectation that only 20 million will itemize, down from like 45 million. I don't know if it's been said above (didn't read all 412 po...
by KATNYC
Thu Dec 21, 2017 10:46 am
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread - DAF and matching

Just checked, no matching at my corp for DAF "donation must be made by an individual employee and must be made by cash, check, or credit card. Donations in the form of stock, other equity, or “in-kind” donations will not be matched." My megacorp provides matching charitable donations for m...
by KATNYC
Thu Dec 21, 2017 10:40 am
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

This is so frustrating. Doing something like this right at Christmas when many people are traveling (including accountants) is asinine and forcing many of us to scramble to confirm details and make prepayments of taxes (if imposed), prepay mortgages, or set up donor-advised funds for charities all w...
by KATNYC
Wed Dec 20, 2017 5:30 pm
Forum: Personal Finance (Not Investing)
Topic: Confusion about prepaying property taxes
Replies: 139
Views: 17543

Re: Confusion about prepaying property taxes

We are having a similar issue since we pay real estate taxes through a monthly fee to our management company, not direct taxes. We're in a NYC apartment complex. The accountant said we cannot prepay since the management company pays the taxes on an accrual basis. However, enough residents have inqui...
by KATNYC
Wed Dec 20, 2017 2:33 pm
Forum: Personal Finance (Not Investing)
Topic: Please Post Tax Bill Questions Here [was Tax Bill Omnibus Thread]
Replies: 886
Views: 73900

Re: Tax Bill Omnibus Thread

We want to prepay our 2018 real estate taxes this month but need to hear back from the accountant since we pay taxes through a monthly fee to our building management in NYC. We also asked our own accountant how to accomplish this and are waiting to hear back. With the $10,000 SALT/Property tap cap w...
by KATNYC
Wed Dec 20, 2017 1:54 pm
Forum: Personal Investments
Topic: Looks like we've moved past the "proposal" stage for the new tax plan. What are you planning to do differently?
Replies: 12
Views: 1533

Re: Looks like we've moved past the "proposal" stage for the new tax plan. What are you planning to do differently?

We want to prepay our 2018 real estate taxes this month but need to hear back from the accountant since we pay taxes through a monthly fee to our building management in NYC. We also asked our own accountant how to accomplish this and are waiting to hear back. With the $10,000 SALT/Property tap cap w...