One of our most important responsibilities is helping clients achieve financial independence. We love when we can tell them they have enough money to do whatever they want for the rest of their lives. But that milestone is hardly the end of the wealth management process. The next question we like Read more…
COVID-19 Summarizing Recent Legislation and Tax Relief
As we all learn to live with the impact the coronavirus is having on our daily lives, recent legislation and relief from the federal government seeks to alleviate the financial impact of COVID-19. The most significant piece of legislation is the Coronavirus Aid, Relief and Economic Security Act. Read more…
7 Ways You Can Take Advantage of the Down Market
Volatility and risk are part of the stock market experience – it’s why stocks produce higher returns than less-risky assets over long periods of time. We say this often, it’s easy to forget when the market declines. Read more…
5 Considerations for a Successful Wealth Transfer
You’ve worked your whole life to build and maintain your wealth, so thinking about passing it on can seem daunting. How much should you tell your children about your finances? And how can you distribute your wealth in a way that supports your heirs, as well as your community? Read more…
How Tax Reform Impacts Business Owners
While the Tax Cuts and Jobs Act impacted both individuals and businesses, changes to the business tax scheme were comparatively more comprehensive and permanent. As a business owner, the magnitude of the changes may seem overwhelming. Instead of getting caught up in the details of every Read more…
Year-End Tax Tips, in Light of Tax Reform
The end of the year is traditionally a good time to tackle tax planning. You have an idea of what your total income will be, so you can make decisions with an eye on tax efficiencies. This year, the back-and-forth on tax reform has narrowed the window of opportunity a bit. Read more…
Tax Reform Status Update
Tax reform seems to be the topic du jour of everything from dinner conversations to media headlines. But the frequency with which it changes, not to mention the current length of the bills (more than 400 and 500 pages for the House and Senate versions, respectively), makes it difficult to sift Read more…
Will Comprehensive Tax Reform Finally become a Reality?
With a surprise win by Donald Trump in the presidential election and control maintained by Republicans in both houses of Congress, we may be on the verge of our nation’s first comprehensive tax reform since 1986. Since that time, the Federal tax law has grown from 26,000 pages to 70,000 pages. So, Read more…
Charitable Giving: A Win-Win for Everyone Involved
Donating appreciated securities to charity makes much more sense than first selling the security, paying the taxes and then donating the remaining proceeds to the charity. As the donor, you save money on taxes and receive the full benefit of the tax deduction—and the charity receives the full value Read more…
