Category Archives: Wealth Management Process

Ugly December Market Performance May Give Way to Upside

If history is any guide, it’s possible that longer-term performance may improve.  We certainly hope so.  While the markets have bounced back with a big upward move over the last 2 days, results through the Christmas Eve were as bad … Read More

2018 Estate and Gift Tax Exclusion Limits Set to Increase

Beginning in 2018, the lifetime estate and gift tax exclusion (which is indexed for inflation) are projected to rise to $5,600,000 from $5.49 Million during 2017. This is the limit on tax-free transfers during life or at death. This means … Read More

Taxpayer’s Guide to Identity Theft… (Or the avoidance altogether)

According to the IRS and victims of identity theft, the process is a grueling and frustrating one. It is considered a serious crime and can potentially ruin your financial reputation. How do you abate the chance of identity theft when much of our business is conducted online? The IRS implemented an ID Theft Tool Kit with resources, information and tips.

Tax Planning for Trusts with the 65 Day Rule

“The ‘65 Day Rule’ allows a trustee to elect to make a trust distribution within 65 days of the end of the preceding tax year and effectively transfer some of the income and its tax liability from the trust to Read More

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