Tag: Tax Planning

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