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Solving the Annuity Puzzle

Americans hold billions of dollars in annuities, yet they are widely misunderstood. Used properly, an annuity can serve valuable purposes in personal financial planning. On the other hand, some types of annuities are widely criticized, even scorned, by some financial advisers. Lifelong income What might be considered the purest type of annuity is a contract with an issuer, often an insurance company, for... Read More

Final Partnership Regulations Issued

On December 22nd President Trump signed Tax Cuts and Jobs Act as expected. This bill is the biggest tax reform the United States has seen in over 30 years. The bill contains many changes related to individuals, businesses, and specific industries. The real estate industry in particular will be impacted by the provisions related to expensing interest, depreciation and the recovery period for real... Read More

Tax Cuts & Jobs Act Impact on the Real Estate Industry

On December 22, 2017, President Trump signed Tax Cuts and Jobs Act as expected. This bill is the biggest tax reform the United States has seen in over 30 years. The bill contains many cuts and provisions related to individuals, businesses, and specific industries. The real estate industry in particular will be impacted by the provisions related to expensing interest, depreciation and the recovery... Read More

Webinar: The New Tax Laws and How They Impact Business Owners & Exit Planning

On December 22, 2017, President Trump signed into law The Tax Cut and Jobs Act the biggest reform to US taxes in several decades. The tax changes impact every corner of the economy, and every American taxpayer and business. Join us for a webinar on Tuesday January 23, at 2:00 p.m.: Exit Planning Under the New Tax Laws. Among others, Elizabeth Salvati will be a presenter. Click here to learn more... Read More

Reduce the Impact of a Catastrophic Event

From East Coast to West Coast, hurricanes and wildfires recently created huge losses of lives, property, and emotional wellbeing. In the middle of the United States, crippling natural disasters can range from blizzards to river flooding to tornadoes. News reports naturally focus on homes and families, but local businesses also are among the victims. There may be little a small company can do when it’s in... Read More

2018 May Be A Difficult Year for Investors

As of this writing, it appears that 2018 may be a difficult year for investors. Yields on bonds, bank accounts, money market funds, and other savings vehicles are extremely low, with questionable prospects for substantial increases. Stock market indexes, on the other hand, are at or near record levels. In essence, relatively low-risk places to put your money this year appear to offer scant returns. Equity... Read More

Investing in 2018: Defensive Funds

As the previous article suggests, 2018 might be a difficult year for stock market investing. Yes, a 9-year bull market could stretch to 10 years. However, the longer the bulls keep running, the greater the chance that they’ll have to pause for breath, and an exhausted equities market will sag. Risk reduction can be just as important as profit potential at current stock values. One approach to risk... Read More

January/February Dates to Remember

January 16 Individuals. Make a payment of your estimated tax for 2017 if you did not pay your income tax for the year through withholding (or did not pay enough in tax that way). Use Form 1040-ES. This is the final installment date for 2017 estimated tax. However, you don’t have to make this payment if you file your 2017 return and pay any tax due by January 31, 2018. Employers. For Social Security,... Read More

2017 Year-End Tax Planning Strategies In Light of the Tax Reform

Today, President Trump signed the Tax Cuts and Jobs Act into a law which means there will be significant changes for millions of taxpayers effective January 1, 2018. In light of these changes, there are some things you can do before the end of 2017 that can benefit your tax situation this year and next. See our list below and, as always, please let us know if you have any questions. Accelerate... Read More