Searching Content from United States indexed under Wealth Management ordered by Published Date Descending.
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Dramatic Change To Federal Estate, Gift And Generation-Skipping Tax Exemptions
The Tax Cuts and Jobs Act (the "Act"), which took effect on January 1, 2018, is the most comprehensive update to the Internal Revenue Code in decades.
United States
14 Feb 2018
Should I Have My Business Valued?
What's so important about having a valuation of my company?
United States
13 Feb 2018
20% Business Pass-Through Deduction Opportunity Awaits, But It Is Already In Effect And Delay May Cost
Beginning in 2018 new Section 199A permits the owner of a non-C corporation business to deduct up to 20% of the owner's share of the company's qualified business income (QBI) from taxable income.
United States
13 Feb 2018
Laurel R.S. Blair Discusses "Strategic Fiduciary Solutions" At S.C. Bar Convention
An audience of approximately 80 judges and attorneys was in attendance.
United States
9 Feb 2018
Three Questions To Help You Tune Up Your Investment Portfolio
Your financial portfolio is always a work in progress. To remain financially healthy, periodically re-evaluate your investments by asking these three questions.
United States
8 Feb 2018
Get Your Retirement Savings Back On Track With Catch-Up Contributions
How far are you from your ideal retirement age? 20 years? 10? Perhaps only five?
United States
8 Feb 2018
You, Taxes And 2018: What To Expect From The Tax Bill
He said the result could be similar to what happened the last time there was uncertainty surrounding the estate tax.
United States
19 Jan 2018
President Signs Federal Tax Bill into Law – What You Need to Know Before the End of 2017
On December 22, 2017, President Trump signed into law H.R. 1, the "Tax Cuts and Jobs Act." The Act, which the House and Senate both passed two days earlier, heralds the most expansive and significant tax legislation enacted in the United States since 1986.
United States
27 Dec 2017
Year-End Tax Planning Guide for 2017
Tax reform is here! On December 20, 2017, Congress passed the much-anticipated tax reform bill and with President Trump's signature on December 22, 2017, the bill has become law. With minor exceptions, the bill is largely effective January 1, 2018.
United States
27 Dec 2017
Five Reasons To Contact A Trusts & Estates Attorney Before Year-End
The holidays are a time for joy and celebration. During the festivities, it is easy to lose sight of important aspects related to estate and business planning. However, taking time to organize your affairs can be one of nicest gifts you can give your family.
United States
15 Dec 2017
It's Budget Season. What Are You Doing About It?
It is budget season again — that time when operators and owners sit down to agree on the financial blueprint for the next year. My partner Bob Braun has worked on many hundreds of hotel management...
United States
15 Nov 2017
Active Versus Passive Investment Funds: Should You Let Participants Decide?
According to a report by Casey Quirk of Deloitte, 72% of money invested into funds went into passive funds in 2015.
United States
9 Nov 2017
Treasury Recommends Asset Management And Insurance Reforms
The U.S. Treasury Department ("Treasury") published its third report pursuant to President Donald J. Trump's Executive Order 13772, establishing core principles for regulation of the financial system...
United States
7 Nov 2017
Q&A: What To Expect From The "New" SEC
David Tittsworth and Jeremiah Williams are Counsels in the Washington, D.C. office of Ropes & Gray. David served as President and CEO of the Investment Adviser Association for 18 years prior to...
United States
2 Nov 2017
Republicans Announce Tax Reform Framework, Which Includes Repealing Estate Tax
After months of speculation, President Trump and the Republicans have announced their framework for tax reform. While specific details are not known, the key elements of the framework include:
United States
5 Oct 2017
Powers Of Attorney In Fund Financing Transactions
A power of attorney is a written agreement wherein an individual or organizational person provides advance authority to another party to make certain decisions, to execute certain documents or ...
United States
22 Sep 2017
Leaving A Financial Road Map For Your Loved One
We do not like to think about dying or becoming incapacitated due to illness, but it is important to be prepared.
United States
19 Sep 2017
Cornerstone Advisory Q&A With Mike Gill
Wealth Management had the opportunity to interview Mike Gill, Portfolio Manager, and the investment committee of Cornerstone Advisory.
United States
29 Aug 2017
A QCD Might Help You Meet Charitable Giving And Tax Savings Goals
In late 2015, Congress reinstated and made permanent a tax break that allows people age 70½ and older to transfer up to $100,000 per year tax-free from an IRA to a public charity...
United States
21 Aug 2017
Are You A Member Of The Sandwich Generation?
If you are currently taking care of your children and your elderly parents, count yourself among those of the Sandwich Generation.
United States
16 Aug 2017
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