Tag: Tax Planning

Using Mortgage Interest to Fund Investments: The Interest Tracing Rules

Finding the capital to make investments, whether into your business or other traditional investments, can often be challenging. The more stringent lending rules emanating from the latest economic downturn have made it even more difficult. For many investors, the [...]

By |2019-08-22T20:49:33+00:00August 10th, 2019|Whitepapers|Comments Off on Using Mortgage Interest to Fund Investments: The Interest Tracing Rules

A Pitfall of the “Backdoor” Roth IRA Conversion

Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to a non-deductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth [...]

By |2019-08-15T20:53:14+00:00January 2nd, 2019|Blog|Comments Off on A Pitfall of the “Backdoor” Roth IRA Conversion

Five Simple Year-end Tax Planning Strategies:

The end of 2018 is fast approaching. Thanksgiving flew by, and now it’s time to make sure holiday presents and plans are set as we gear up for cold weather and special times with family and friends. It’s a [...]

By |2019-07-15T20:27:45+00:00December 4th, 2018|Blog|Comments Off on Five Simple Year-end Tax Planning Strategies:

2018 Federal Estate Tax Law Changes

Federal estate taxes changed under the new tax law, resulting in substantially less taxes for individuals with estates greater than $5.49 million and couples with estates greater than $10.98 million. The Tax Cuts and Jobs Act more than doubles [...]

By |2019-06-13T14:32:28+00:00April 16th, 2018|Blog|Comments Off on 2018 Federal Estate Tax Law Changes

Trump’s New Tax Law Changes

Rate Cuts, Deductions, AMT—these words are being tossed around a lot lately in the news headlines. Heated political opinions are flying back and forth claiming Trump policy will lead to tax cuts that benefit the rich or hurt the [...]

By |2018-12-07T20:54:34+00:00January 17th, 2018|Blog|Comments Off on Trump’s New Tax Law Changes

She Said / He Said: The Clinton and Trump Race to the White House – Chapter 2: Free Trade Agreements

From the earliest days of commerce, merchants seemingly longed for distant markets that would embrace their products. Christopher Columbus’ primary goal to was to find a faster trade route west to the East Indies in order for Europe to [...]

By |2019-07-15T21:37:05+00:00November 3rd, 2016|Blog|Comments Off on She Said / He Said: The Clinton and Trump Race to the White House – Chapter 2: Free Trade Agreements

She Said/He Said: The Clinton and Trump Race to the White House

Chapter One: Investing and Planning Scenarios The 2016 presidential election is like nothing most Americans have seen in U.S. politics.  Hillary Clinton and Donald Trump have very different views on where the U.S. should be led, and more specifically, [...]

By |2019-07-15T21:31:37+00:00August 18th, 2016|Blog|Comments Off on She Said/He Said: The Clinton and Trump Race to the White House

UBTI: The Hidden Tax for the Tax-Exempt

With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue [...]

By |2019-07-15T20:09:42+00:00February 3rd, 2016|Whitepapers|Comments Off on UBTI: The Hidden Tax for the Tax-Exempt