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
2020 Tax Season Calendar: The Dates You Need To Know
Before you get started with filing your taxes this year, take a look at our tax season calendar to make sure you’re aware of important tax deadlines.
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.
The IRS Has Extended Tax Deadlines Due To Coronavirus
Similar to other years, this year’s tax deadline was originally set by the IRS as April 15th. However, people and corporations alike are finding the…
Understanding Inherited IRAs
Learn what inherited IRAs are, how to roll over your inherited IRA, and other considerations you may want to be aware of.
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.
If You Live In New York, These Tax Rules Might Help You Save On Taxes
If you're a New Yorker, it’s important to be aware of certain tax rules so that you can save more of your hard-earned money.