Articles by Will Holt

Will's Profile

Will has been a trusted advisor in the Triangle area for fifteen years. He has earned his reputation by working with small business owners and the other advisors that entrepreneurs rely on to build successful businesses. By joining Financial Symmetry from the field of public accounting, Will believes he is uniquely positioned to assist clients with complexities in the area of taxation. Our Wealth Management service is the perfect opportunity for Will to add his experience to our teamwork approach. He has held a North Carolina CPA certificate since 1998.

Link to Will's Full Bio

http://financialsymmetry.com/our-team/will_holt_cfp/

What if you never again had to prepare your tax return? Or pay someone to do it for you?  The catch is that the IRS would be the ones who prepare it.  Sound a little scary?  The Bipartisan Tax Fairness and Simplification Act of 2010 introduced in the Senate has a provision for just that [...]

The gold standard discussion in the mainstream media over the last year or so has been driven by the extreme measures taken by the Federal Reserve to shore up our banking system during the credit crisis.  Brad Delong, an economics professor at U.C. Berkeley has an interesting summary of why the gold standard monetary policy [...]

When Congress left town on Christmas Eve, it failed to address a major issue – the repeal of the federal estate tax…

Even though 2010 is almost here, you still have time to take advantage of some 2009 tax planning strategies.  Here are some suggestions to consider before ringing in the New Year.

Should you take losses or pull in capital gains?  It depends on your likely tax bracket…Take a look at [...]

Will Holt, CFP®, CPA was recently quoted in the Saturday Evening Post.
Will discussed tax-loss harvesting, an important but often over-looked tax strategy.  Click here to read the article, “Taking the Sting Out of Investment Loses” by Russell Wild, MBA.

Given current economic conditions, is a weak dollar a good or a bad thing?  There are strong opinions on this matter from both sides of the issue.  Paul Krugman, an economics professor at Princeton and a columnist for The NY Times makes a compelling case for a weakening U.S. dollar being good news.
He writes:
“The truth [...]

The American Recovery and Reinvestment Act provides better education cost breaks to more taxpayers for 2009 and 2010. Computers, certain software and internet access can be covered by tax free 529 plan distributions as long as they are used by an eligible student while enrolled at an eligible institution.  The ARRA also replaces the Hope [...]

New research has found that men are more likely to take larger risks in their financial decision making than women.

The following article is written by Financial Symmetry’s Will Holt, CPA.
For me, one of the neatest things about living in the Avent West community has been observing the transformation of homes through remodel, refurbishment and even reconstruction.  In fact, the same could be said about the entire city of Raleigh as it certainly looks a [...]

Distributions from your retirement accounts are not required by the IRS for 2009 but does that mean that they aren’t necessary? For those who have other sources of cash flow, this waiver does present opportunities for tax planning purposes.