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You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estateplanningtax.
Seiken , Partner and Strategic Advisor June 11, 2025 6 Min Read In Estate of Martin W. Seiken , Partner and Strategic Advisor June 11, 2025 6 Min Read In Estate of Martin W. Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. Commissioner, T.C.
Strategic Advisory Letter | 2015 Year-End Planning Checklist. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Thu, 11/12/2015 - 11:10.
It is offering tax incentives for purchasing private insurance and tax deferrals for annuity products and corporate pension plans. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy.
So I chose to join the family business as an advisor in 2012 and continued on until becoming president and CEO in 2021. We’ve made several changes to our business since 2021, going from being a traditional investment advisor to becoming a holistic financial planner with a focus on taxplanning, investments, and estateplanning.
As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Such protection can be a cornerstone for sound estateplanning.
From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. Today, we believe that high-yield bonds provide a compelling option for investors in a low tax bracket or with the ability to invest through a tax-advantaged structure like an IRA. percentage points from July 24, 2012, until Jan.
By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Such protection can be a cornerstone for sound estateplanning. Rude Awakening.
By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Such protection can be a cornerstone for sound estateplanning. Rude Awakening.
Proposed Tax Law Changes Prompt EstatePlanning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate.
Proposed Tax Law Changes Prompt EstatePlanning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Many trusts funded that year have grown outside of the grantor’s estate by 35% or more.
And there are no looming changes to tax policy and little discussion of new proposals as we head into the general election. With tax policy in a steady state and relatively calm economic conditions, there are no strong external reasons to make major planning adjustments.
Such protection can be a cornerstone for sound estateplanning. A discretionary trust can provide a means of multigenerational estateplanning by establishing how assets are passed on and reduce future generations’ potential estate-tax liability. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.
Through her will, former first lady Jacqueline Kennedy Onassis left behind a sizeable inheritance for her children while incorporating an innovative estateplanning tool aimed at meeting her philanthropic goals. It can be established during one’s lifetime or at death, with a goal of minimizing gift or estatetax.
They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks. Transcript 0:00:00.6
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. Robert is the father of three amazing children: Macie, Liam, and Charlotte; and husband to Priscila Moraes-Wright since 2012.
A Republican sweep of Congress and the White House increases the possibility of changes to the law in areas like tax, health care and trade. There are few shifts in tax policy that present clients with a need to act before a specific deadline. Bush and Obama administrations. This is not one of those years.
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