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Capital Gains Tax Rate Set at 25% in House Democrats’ Plan
Sep 13, 2021
It currently sits at 20%.
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Capital Gains Strategies to Keep Clients on Track for Retirement
Sep 03, 2021
Potential changes from the Biden administration and the specter of retroactivity loom large.
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New Tax Landscape Causing Mid-Year Planning Crush
Aug 11, 2021
Help clients by keeping holistic focus in mind.
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Midyear Bond Outlook: A Stronger Economy Supports Lower Volatility
Aug 09, 2021
Between improving corporate credit and attractive entry points into the muni market, 2021 is...
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GRAT Expectations: Why More Investors Are Turning to Grantor-Retained Annuity Trusts
Aug 09, 2021
With potential tax hikes on the horizon, wealthy families are exploring how they can use grantor...
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Tax Change Proposals: Six Things to Keep in Mind
Aug 06, 2021
From COVID-19 recovery efforts to infrastructure and jobs proposals, President Biden had an...
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Proposed Federal Law Changes Requirements for Donor-Advised Funds and Private Foundations
Jun 23, 2021
Controversial bill aims to get funds to charitable beneficiaries quickly.
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Till Death (And Qualified Trusts) Do Us Part
May 11, 2021
There are many reasons to shift the beneficial interest of a QTIP trust and its underlying assets...
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Investors Prepare Taper Tantrum Plan as Fed Demurs On Timing
May 07, 2021
With economists expecting the central bank to begin paring asset purchases by the end of this...
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It's Always Tax-Loss Harvesting Season
May 10, 2021
Many investors implement a year-end tax-loss harvesting strategy with their municipal bond...
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