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Posts you may be interested in

Posts 1 - 10 of 69 Previous 1 2 3 4 5 ...7 Next
Transferring a Business to Your Children
7/15/19
Posted in Insight & Opinion
  • Financial Planning
  • Trust & Estate Planning

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.

Read Post
College prep for parents: A quick checklist for the legal paperwork you and your student will need this fall
5/14/19
Posted in Insight & Opinion
  • Trust & Estate Planning

Now is the perfect time to start gathering the legal documents you and your student will need this fall. This is particularly important if your child is age 18 or older which is the “age of majority” in most states.

Read Post
IRS Continues to Provide Pro-Taxpayer Regulations on Investing in Opportunity Zones
5/03/19
Posted in Insight & Opinion
  • Managing Taxes
  • Market Commentary

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
Donor Advised Funds bring tax efficiency, flexibility to year-end giving
11/29/18
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

Read Post
Opportunity Zone Funds and Considerations for Your Portfolio
11/15/18
Posted in Insight & Opinion
  • Market Commentary
  • Managing Taxes

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
Market Review – Q4 2018
10/15/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Market Commentary

As we entered the second half of 2018, markets appeared to be hitting an inflection point. On one hand, economic data remained robust, with the consumer fully engaged, wages growing at a modest pace, industrial production steady, and the corporate tax cut creating the opportunity for meaningful investment.

Read Post
Sector Spotlight: Investing for the Cycle
10/15/18
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Market Commentary
  • Financial Planning

By using a disciplined business cycle approach, investors can identify key phases in the economy to achieve active returns from sector allocation.

Read Post
Economic Update – Q3 2018
7/12/18
Posted in Insight & Opinion
  • Economic Perspectives
  • Market Commentary

The U.S. economy remains strong, and there is evidence that the full benefit of last year’s corporate tax cut has not yet been felt. Indications are for continued economic growth in the back half of the year, but a strong U.S. dollar could be a headwind for certain parts of the economy.

Read Post
Looking Ahead – Q3 2018
7/12/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Financial Planning
  • Market Commentary

One of the most challenging aspects of evaluating opportunities at this point in the market cycle is the tendency of the market to be rather binary in its assessments.

Read Post
Market Review – Q3 2018
7/12/18
Posted in Insight & Opinion
  • Optimizing Operations
  • Economic Perspectives
  • Market Commentary

As the first quarter closed, equity and bond markets were searching for direction following the losses posted in the back half of the quarter after an exemplary January.

Read Post
Posts 1 - 10 of 69 Previous 1 2 3 4 5 ...7 Next

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