Posts you may be interested in
Nonprofit finance departments are frequently targeted by cybercriminals. Here are some simple steps to improve financial management.
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Social impact is a critical driving factor for millennial entrepreneurs as they work to create businesses that invoke change within their communities.
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2019 has given (almost) all investors a reason to smile – but can it continue?
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A nonprofit endowment fund can be an integral part of an organization's long-term planning. It shows both current and potential donors your commitment to a cause while also expanding your reach. However, there are some things to keep in mind before establishing one.
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Income and cash flow in retirement planning is a crucial conversation that involves an analysis of different asset classes and a view on the economic cycle. Income is measured in terms of yield, but higher yielding asset classes often come with an elevated level of risk. Therefore, it is critical to pair yield and income needs with an assessment of volatility and client risk tolerance.
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Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.
Read Post- Economic Perspectives
- Financial Planning
- Managing Taxes
- Market Commentary
Doug Fisher, Washington Expert, and Shannon Saccocia, Chief Investment Officer, analyze the effects of the midterm election and potential opportunities and risks impacting the economy and investors.
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- Economic Perspectives
- Market Commentary
- Financial Planning
- Managing Taxes
The midterm election results of 2018 look a lot like 2011. With the change in power Doug Fisher, Washington Expert covers what we can expect looking ahead to 2019.
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The Tax Cuts and Jobs Act of 2017 includes a provision encouraging private sector investment in certain lower-income communities designated by the U.S. Treasury Department as “qualified opportunity zones”.
Read PostOne of largest tax cuts in U.S. history is now law. And the most complicated section in the new tax law is proving to be the new tax-rate reduction for the so-called “pass-though” entities, including partnerships, S corporations, LLCs, and sole proprietorships. Careful planning by business owners now is critical to maximizing tax benefits.
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