With Democrats in control of the Senate and House the likelihood of passing legislation in line with President-elect Biden’s agenda for estate plans has increased. While there are a number of proposed changes, there are two that are most significant. First, the amount of assets an individual can pass estate tax free to heirs may be substantially reduced. Second, capital gains taxes may be imposed on all estates with appreciated assets. This means that even individuals who are “not rich” will suffer some tax consequences at death.
Long term care is a topic that increasingly comes up in both the media as well as in conversation among friends, family and with financial advisors. As we live longer, we are more likely to need [...]
Round Table Wealth Management proudly announces the hiring of Anthony Rosetti as Director, Wealth Advisor.
Round Table Wealth Management, a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the hiring of Kimberly Sharp as Managing Director, Head of Wealth Services. Ms. Sharp's appointment highlights Round Table's commitment to exceptional client service and continued [...]
Utilizing the correct tax advantaged retirement plan program at a small or solo law firm is an important long-term planning decision for attorneys. There are many tax, recruitment, and succession planning benefits to utilizing the correct [...]
The Coronavirus pandemic has impaired the personal and business balance sheets of many clients and caused them to rethink their plans for the future. Uncertainty and a diminished sense of financial security have crept into plans [...]
Understanding the qualifications and model of service when receiving financial advice is critical. International financial advisors use different designations and follow different standards of client service. Not all models have the best interest of a client [...]
The Tax Cut and Jobs Act of 2017 fundamentally changed the landscape of tax efficient charitable giving for investors and retirees. With the elimination of many miscellaneous itemized deductions, the implementation of a cap on state [...]
As society remains isolated to combat the spread of COVID-19, this is leaving a crippling economic impact across our economy, creating operational difficulties for many non-profit organizations. In response, the government has passed a massive stimulus [...]
After several months of sheltering in place, you may have begun to venture out in these early stages of the “re-opening”. Knowing the virus is still out there, you covered your face with a mask, put [...]