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.
How to Use Your Bonus Wisely to Get a Tax Break
Bonuses are tricky. Here's how to make your bonus work harder for you by reducing the tax impact.
2018 Tax Season Calendar: The Dates You Need to Know
Before you get started with filing your taxes this year, take a look at our 2017 tax season calendar to make sure you’re aware of important tax deadlines.
How Many Tax-Deductible Shares Can You Donate to Charity in a Year?
Betterment helps you easily donate shares to charity by suggesting the tax-optimized value of your appreciated shares.
How to Determine the Tax-Deductible Value of Donated Shares
As part of optimizing your portfolio for taxes, you should assess how much of your invested money you can donate to reduce capital gains tax, instead of donating cash.