What is New York’s Estate Tax Cliff? (2021)

As part of Tax Cut and Jobs Act of 2017, the U.S. federal estate tax exemption amount increased to approximately $11.7 million per individual or $23.4 million per couple (for 2021). As a result, many families are no longer subject to this federal estate tax due to the high estate tax exemption amounts. However, several individual states impose their own estate or death taxes, and many have much lower estate tax exemption thresholds.

By |February 6th, 2021|Categories: Blog|Tags: , |

Biden Administration Could Mean Whole New World for Federal Taxation

Round Table’s Bruce Hyde was recently interviewed by CPA NOW where he addressed whether a new era in presidential leadership will result in a whole new era in federal taxation. This interview highlights some key points related to the new administration's approach. Please reach out to Bruce (http://bit.ly/2QKhuPC) if [...]

By |January 28th, 2021|Categories: In the News|Tags: |

Retire in Italy? A New 7% Flat Tax May Incentivize U.S. Citizens Looking to Retire Abroad

Living abroad has gained popularity for many U.S. citizens as they plan for how to spend their retirement years. Italy, an already popular retirement destination for many Americans, recently introduced a new tax incentive that may help further attract foreign retirees.

By |January 27th, 2021|Categories: Blog|Tags: , , , , |

The Biden Agenda for Estate Plans More Costly for The Rich and Not-So-Rich

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.

By |January 14th, 2021|Categories: Blog|Tags: , |
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Women of Clarity “The Power of Purpose” 3-Part Webinar Series

“The Power of Purpose” is a three-part Financial Webinar Series meant to serve as a casual connecting platform for women. It has been created with all of you in mind: those who are still hesitant of taking the first step towards organizing your finances and finding purpose, all the way up to those who have the experience and knowledge in the field but simply want to rekindle it and embrace a fresh perspective.

By |November 10th, 2020|Categories: In the News, Webinars|
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Getting Tipsy: Have We Reached the Tipping Point for TIPS?

 Treasury Inflation Protected Securities (or “TIPS”) provide investors with a useful tool to manage inflation risk and preserve purchasing power. The unique properties of TIPS can make them an attractive investment; however, there are important considerations in determining if they are appropriate for a given investor. This paper examines [...]

By |Categories: Whitepapers|Tags: |
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Quarterly Review – Second Quarter 2019

 In the second quarter of 2019, capital markets continued their first quarter upward trajectory, albeit at a decelerated rate and with greater intra-month volatility. The S&P 500, which at the end of May was negative 2.6% quarter to date, ultimately recovered to a positive 4.3% return. Fixed income, as measured [...]

By |July 18th, 2019|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Third Quarter 2018

Here’s a party we can all agree on… U.S. equity markets had a fantastic quarter, with the S&P 500 rising 7.7%, nearly tripling the return of the index’s first-half return of 2.6%! Driven by year-over-year quarterly earnings growth between 20%-25%, the market embraced equities and pushed the index to [...]

By |October 19th, 2018|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – First Quarter 2018

First quarter market gyrations demonstrated the extremes of investor sentiment from the “fear of missing out” tothe “fear of losing.” The former was evidenced in January, with a 5.8% rise in the S&P 500 followed by the latter inFebruary with an intra-month market correction of over 10%. While the February [...]

By |April 16th, 2018|Categories: Quarterly Review|Tags: , , , |
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