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Posts you may be interested in

Posts 1 - 10 of 30 Previous 1 2 3 Next
Tax Law Changes Impacting Business Owners
2/07/19
Posted in Insight & Opinion
  • Tax Planning

The 2018 tax filing season is upon us and the IRS is once again open for business. This is the first year taxpayers will see the effects of the 2017 Tax Cuts and Jobs Act. In addition, on January 18, 2019, the IRS published final regulations and three related pieces of guidance on application of the pass-through tax break. In a nutshell, the regulations provide clarity on what type of businesses and investments qualify for the pass-through tax break.

Read Post
Impacts from the 2017 Tax Cuts & Jobs Act
2/05/19
Posted in Insight & Opinion
  • Investing
  • Personal Finance
  • Tax Planning

The 2017 Tax Cuts and Jobs Act has been finalized and 2018 marks the first filing season that they will be fully applicable. Here’s a quick overview of how the changes impact you as you file your taxes this year.

Read Post
New Congress, Same Old Politics
1/15/19
Posted in Insight & Opinion
  • Retirement
  • Tax Planning

Last December I predicted the new Congress which started on January 3, 2019 would be gridlock plus. Well so far it is gridlock without the plus. The plus is my reference to a few policy areas that may attract bipartisan support despite the bitter budget battles in Washington.

Read Post
 
The 2018 Midterm Election Impact and a Look Ahead to 2019
12/06/18
Posted in Insight & Opinion
  • Economy
  • Investing
  • Retirement
  • Tax Planning

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.

Read Post
2018 Midterm Elections: The Song Remains the Same — as in 2011 that is.
11/20/18
Posted in Insight & Opinion
  • Economy
  • Investing
  • Retirement
  • Tax Planning

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.

Read Post
2018 Year-End Tax Planning Checklist
11/20/18
Posted in Insight & Opinion
  • Tax Planning

Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.

Read Post
Opportunity Zone Funds and Considerations for Your Portfolio
11/15/18
Posted in Insight & Opinion
  • Investing
  • Tax Planning

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 Post
 
Tax Reform Roundtable: How New Tax Regulations Impact Real Estate Investors
9/27/18
Posted in Insight & Opinion
  • Tax Planning

Join Washington policy expert Doug Fisher as he moderates a roundtable discussion concerning the latest regulations that have emerged from the Tax Cut and Jobs Act of 2017 and how they impact real estate investors.

Read Post
Pre-Election Maneuvers in Congress Aimed at Blocking a Political Wave
9/18/18
Posted in Insight & Opinion
  • Tax Planning

Tax Reform 2.0 is an attempt to give House Republicans something to offer voters on the campaign trail in October as they eye a political wave approaching in November that is likely to oust them from power.

Read Post
Fall Classic: Election Year Politics and Policy Perspectives from Inside the Beltway
7/17/18
Posted in Insight & Opinion
  • Economy
  • Retirement
  • Tax Planning

As Congress prepares for its August recess and looks ahead to midterm elections, a great nervousness prevails over both Republicans and Democrats on the outcome of the election.

Read Post
Posts 1 - 10 of 30 Previous 1 2 3 Next

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