Head of Tax, Betterment
Eric is Betterment's Head of Tax. His experience includes working for Ernst & Young and Fidelity Investments. Eric holds M.S. degrees in Accounting and Taxation from Seton Hall University as well as an MBA in Quantitative Finance from NYU. He also serves as an adjunct taxation professor at Seton Hall University.
Articles written by Eric
9 Tax Planning Moves to Consider Before 2020 Ends
As we approach the end of the year, keep in mind year-end financial opportunities, especially tax-smart moves that could help you keep more of what you’ve earned.
Should I Offer Stock Options to My Employees?
Betterment’s Head of Tax, answers commonly-asked questions that small business owners often have about stock options.
What You Need to Know About the HEROES Act
Betterment is keeping a close eye on the proposed HEROES Act with significant implications for 401(k) plans. Read everything you need to know about the HEROES Act.
Spark Joy With These 5 Popular Tax Credits
What if I told you that you can actually reduce your tax liability to zero—or even below zero?
Tax Deadlines Have Been Extended
The IRS has delayed or waived various tax deadlines this year because of the coronavirus pandemic.
Congress Just Passed the SECURE Act—Here’s What You Should Know
The government is taking steps to make your retirement more secure. Find out how the new changes might affect you.
If You Live In Pennsylvania, These Tax Rules Might Help You Save On Taxes
If you're a Pennsylvanian, it’s important to be aware of certain tax rules so that you can save more of your hard-earned money.
What Should I Know About Taxes on My Investment Accounts?
An informed and educated investor can make better decisions if they know the unique tax attributes of each type of investment account.
If You Live In New Jersey, These Tax Rules Might Help You Save On Taxes
If you're a New Jerseyan, it’s important to be aware of certain tax rules so that you can save more of your hard-earned money.