IRS Continues to Provide Pro-Taxpayer Regulations on Investing in Opportunity Zones

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.

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Opportunity Zone Funds and Considerations for Your Portfolio

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”.

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Pre-Election Maneuvers in Congress Aimed at Blocking a Political Wave

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.

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The Final Act of the Tax Reform Play...Now What?

On December 19, 2017, the House and Senate approved final passage of the Tax Cuts and Jobs Act (H.R. 1). The law provides $5.5 trillion in tax cuts with $4 trillion in offsetting tax increases. This leaves a net $1.5 trillion of unfunded tax cuts.

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Six life events that affect your financial plan – and how to prepare for them

While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.

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Resource Guide for Family Roles and Experts

Building a trusted team of advisors to help with legal, financial and healthcare decisions will help by filling gaps in knowledge where they exist to better create a holistic plan.

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Mid-Year Financial Checkup

The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.

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The Next Steps: Gathering the Information to Make a Plan

You’ve scheduled the meeting, drawn up the agenda and invited the relevant family members. Now what?

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The Conversation Every Family Needs to Have

Studies show how difficult it can be for adult children and their parents to talk about their wishes and plans regarding caretaking, finances, estate planning and legacy issues as they age. While most elderly people don't want to become financially dependent on their children, some four in 10 families...

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The conversation you need to have with your parents

Turmoil and mistakes could have been avoided with planning, but these are difficult conversations for families. Often, the focus is on money, a topic fraught with emotion. Sibling rivalry and resentments can interfere with setting priorities. Responsibilities need to be divided fairly, but fairness is often a matter of opinion.

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