With the 2022 Fiscal Year Federal Budget deadline of October 1st rapidly approaching, House Democrats presented a preliminary tax proposal targeting high earners, wealthy estates, and corporations to fund Biden’s proposed $3.5 trillion infrastructure spending package. While [...]
This is the eighth and final blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address alimony [...]
At the beginning of 2021, Wells Fargo announced a reduction in service for international clients . The most significant changes are reported to occur on September 30, 2021.The most impacted Wells Fargo customers include U.S. citizens [...]
Round Table Wealth Management Director, Portfolio Advisor Steve Saunders was recently quoted in an article by Forbes discussing the cause of the recent increase in inflation. Due to the economic impacts of the coronavirus in [...]
This is the seventh blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address questions regarding personal [...]
We hope you are enjoying summer! The “dog days of summer” were not discouraging the markets as they continued their upward trajectory with all major equity and fixed income indices generating positive performance for the quarter. As inflation concerns [...]
Virtual currencies represent an innovation in financial services, products and technology that has the potential to support a more efficient and transparent global commerce by proposing lower transaction costs and rapid availability of cash. In spite of the aforementioned benefits, before engaging in virtual currency transactions, investors should have a clear understanding of what they are, how they can be utilized and what are some of the tax ramifications to U.S. taxpayers. This article addresses a few of the basic concepts of virtual currencies, such as blockchain and mining, as well as how the Internal Revenue Service (IRS) treats the most common virtual currency transactions.
This is the sixth blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address questions around divorce [...]
When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Round Table Wealth Management Partner, Chief Compliance Officer, and Wealth Advisor Bruce Hyde was recently quoted in an article by U.S. News & World Report discussing the recently released ProPublica documents about high net worth [...]