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State-sponsored 529 college saving plans offer a tax-advantaged way to prepare for the rising costs of education. Starting in 2018, these plans can also be used to pay tuition, up to $10,000 per student per year, for qualified students/beneficiaries attending private K-12 schools.
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For the last year, the two headed monster of Fed policy and Chinese trade tensions have captivated the markets. As we look ahead to the remainder of the year, where's the opportunity?
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Here's our quick perspective now that the Fed cut rates by a quarter point.
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The U.S. is officially in its longest expansion on record, breaking the previous record of 120 months that ended in March 2001. While it is the longest, it is also one of the weakest.
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- Financial Planning
- Market Commentary
- Optimizing Operations
- Trust & Estate Planning
The first use of the phrase “Goldilocks economy” is widely credited to David Shulman, a former Solomon Brothers strategist who used it to describe the U.S. economy in 1992. The characterization borrows a line from the popular children’s story, Goldilocks and the Three Bears, describing an economy that is neither “too hot” nor “too cold”, exhibiting periods of stable growth, modest inflation, and a low unemployment rate.
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How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.
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2019 has given (almost) all investors a reason to smile – but can it continue?
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Late last week, the United States Supreme Court issued its decision in North Carolina Department of Revenue vs. Kimberly Rice Kaestner 1992 Family Trust (“Kaestner”). The Supreme Court ruled that the Due Process Clause prevents a state from taxing the income of a trust in situations where the sole connection of the trust to the state is via a contingent beneficiary maintaining a presence in the state.
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Tapping into the expertise of a trusted financial advisor to organize equity compensation can help time-pressed executives get the most of their stock while also handling some of the complex rules involved.
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Ways to assess if your giving is making the impact you'd like.
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