Wealth Management

JULY 2, 2025

Related: Planning for Older Clients and Those with Disabilities Many GRATs include a so-called “swap” power in which the grantor is permitted to substitute assets of equivalent value with the GRAT. Prior case law in the Southern District of New York (Morales v. Quintiles Transnational Corp. 2d 369 (S.D. 1998) and Donoghue v.

Distribution

Carson Wealth

MAY 7, 2025

According to a report from the consultancy Altrata , charitable contributions from ultra-high net worth individuals increased by almost 25% between 2018 and 2022 , illustrating a growing trend of philanthropic engagement. There are overall limits on charitable donation tax deductions, however.

Compliance

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. One of the Roth IRA’s most compelling features?

Taxes

Random Roger's Retirement Planning

MARCH 12, 2025

AQR Multi-Asset (AQRIX) used to be called Risk Parity and it also does some quadranty stuff. It's growth rate since inception is 3.58% going back to September, 2018 but a lot of that comes from a 15% lift in 2021 (numbers per testfol.io). PRPFX is the inspiration for all of these so of course we're including that one.

Portfolio

Darrow Wealth Management

JULY 24, 2025

The “One Big Beautiful Bill Act” (OBBB Act), signed into law by President Trump on July 4, 2025, represents a massive overhaul of federal tax policy. The expanse and complexity of the new tax bill cannot be understated. Please discuss your situation with a CPA or qualified tax advisor.

Taxes

Random Roger's Retirement Planning

FEBRUARY 14, 2025

Right or wrong, I think of endowment style investing as being a similar to the Permanent Portfolio, not so much quadrants but more like disparate asset class segments which gets us to a paper about endowment asset allocation from True North Institute. It's only down year was 2018 with a decline of 7.91%.

Portfolio

The Big Picture

JULY 28, 2025

She directly manages $215 billion in assets. Tell us what that transition was like, going from a long short hedge fund to a long only asset manager. 00:12:02 [Speaker Changed] 2018, you become Chief Investment Officer for the fixed income group at Franklin Templeton. Alai, what can I say? Is that the timing?

Economy

Random Roger's Retirement Planning

MARCH 29, 2025

First up, Phillip Toews who runs an asset management shop and who wrote a book about about behavioral portfolio construction wrote about understanding market history and a section on how to build robust portfolio that reads like he could have outsourced that part of the article to me.

Portfolio

Random Roger's Retirement Planning

MARCH 4, 2025

I started with a very small position in late 2018 with the intention of letting it grow into a lifechanging piece of money or letting it fail and I still own it. Using Opportunistic Alts' asset class weightings I backested the following against VBAIX. The Merger Fund is a client and personal holding.

Portfolio

Harness Wealth

MARCH 20, 2025

With over 22 million Americans working remotely , understanding the tax deductions available for home offices is more relevant than ever. The eligibility criteria and rules surrounding home office tax deductions for remote workers are far from straightforward, however. Table of Contents Am I eligible for home office tax deductions?

License

Carson Wealth

APRIL 4, 2025

On the other hand, another stated goal is to raise 100s of billions of dollars of revenue from tariffs (to perhaps pay for tax cuts), but in that case you dont want import substitution and reshoring of manufacturing. Theres also the problem of stranded assets for US companies. Thats not the case today.

Manufacturing

Carson Wealth

APRIL 7, 2025

As shown in one of our favorite charts below, different assets may be the winners or losers across different years or even decades, but a diversified holding is a good starting point for avoiding extremes. A 40% tariff on their $10 of exports to the US would be $4, although US importers pay the tax.) Still, the minimum rate is 10%.

Marketing

WiserAdvisor

JULY 23, 2025

When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017, it brought a lot of changes to the U.S. It modified deductions and tax credits and changed depreciation rules and corporate tax rates. The corporate tax rate was slashed from 35% to 21%, and the lifetime estate and gift tax exemption nearly doubled.

Taxes

Carson Wealth

MARCH 7, 2025

Note that this is one way a lot of Chinese goods making their way into the US have avoided tariffs (since 2018). Back in 2018, the Trump administration gave out subsidies to blunt the impact, but it may not be as easy this time around with the deficit already running high. Think of it like a one-time increase in the sales tax.

Economy

Carson Wealth

JULY 11, 2025

One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We got massive tariffs first, and it was quite a struggle to get the tax bill past the finish line. New individual tax benefits that are set to expire in a few years.

Taxes

Wealth Management

JUNE 11, 2025

2025-47, a Tax Court denied the estate of a Kentucky decedent a marital deduction for a bequest, finding that it wasn’t qualified terminable interest property (QTIP) because a QTIP election wasn’t made. Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018.

Taxes

Nerd's Eye View

NOVEMBER 13, 2024

With Republicans appearing to have secured a sweep of the White House and both chambers of Congress, the most immediate question for many financial advisors and their clients is what impact the election results will have on the scheduled expiration of the Tax Cuts & Jobs Act (TCJA) at the end of 2025.

Tax Planning

Carson Wealth

FEBRUARY 6, 2025

All else equal, tariffs are a tax, and that means prices will go up. Lets look back at what happened in 2018. annualized in 2018-’19, below the Fed’s target of 2%. So it’s natural to think that the 2018 19 trade war didn’t have any impact on price. US goods exports were flat across 2018 19.

Taxes

Random Roger's Retirement Planning

JUNE 30, 2025

There's no logic to omitting an asset class that has outperformed all others and is widely projected to do so for the next decade or more." My current position started small in late 2018 and has grown into not a life changing piece of money but a useful piece of money. Owning it is not speculative he said, not owning it is.

Medicine

Trade Brains

JUNE 17, 2025

This all-cash deal, with the consideration payable in a single tranche at closing shall mobilize proceeds from UGRO’s recently announced equity raise, will deploy capital into a fully secured asset portfolio delivering instant scale benefits with zero origination costs, making Profectus a wholly owned subsidiary. and Net NPA of 1.1%.

Finance Expertise

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). The 2010s monetary rescue plan benefitted anybody who owned capital assets: Stocks, Bonds, and Real Estate.

Medicine

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. I guess I got lucky in January or February of 2018. In fact, state revenues were often at all time highs from taxes when this happened.

Assets

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

This original IRA was not deductible from income for tax purposes, and the annual contribution limit was the lesser of $1,500 or 15% of household income. The Economic Recovery Tax Act (ERTA) of 1981 allowed for the IRA to become universally available as a savings incentive to all workers under age 70 1/2. billion by 1981.

Retirement

Brown Advisory

MAY 30, 2018

NOW 2018 | The Economic Imperative of Climate Action achen Wed, 05/30/2018 - 16:35 According to recent Gallup polls, 68 percent of Americans believe global warming is caused by human activities. He noted that “green energy is so economically competitive that even a reasonably modest carbon tax would do a lot for market decarbonization.

Economics

Brown Advisory

MAY 30, 2018

NOW 2018 | The Economic Imperative of Climate Action. Wed, 05/30/2018 - 16:35. The speakers on the NOW 2018 panel "The Economic Imperative of Climate Action," are in the business of providing policy, investment, and data-driven solutions for the climate change crisis.

Economics

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

Taxes

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Rising uncertainty for risk assets, coupled with a favorable mix of healthy demand and limited supply, offer a promising backdrop.

Taxes

Brown Advisory

MARCH 30, 2018

Outlook for 2018 | Confronting the Unknown. Fri, 03/30/2018 - 11:57. While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. sectors due to the recent tax law overhaul.

Asset Allocation

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes

Trade Brains

DECEMBER 31, 2023

Tax Loss Harvesting : As an investor, you earn capital gains irrespective of the asset you invest in. These capital gains are a part of your taxable income based on how long you stay invested in the asset. So, what will you do at such times when you don’t really want to pay much tax on your capital gains? What is it?

Taxes

Brown Advisory

JULY 17, 2018

529 Plans And The New Tax Code ajackson Tue, 07/17/2018 - 11:30 You Can Now Use 529s for K-12 Costs—But Should You? The cost of college is growing at an astronomical rate, and Section 529 plans have long helped individuals and families grow assets earmarked for education in a tax-efficient manner.

Taxes

Brown Advisory

JULY 17, 2018

529 Plans And The New Tax Code. Tue, 07/17/2018 - 11:30. The cost of college is growing at an astronomical rate, and Section 529 plans have long helped individuals and families grow assets earmarked for education in a tax-efficient manner. The 2018 tax overhaul expanded the reach of 529 plans beyond college.

Taxes

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. Berkshire’s book value growth is after tax, while the S&P Index return is pretax.

Assets

Brown Advisory

AUGUST 1, 2018

2018 Berkshire Hathaway Annual Shareholder Meeting. Wed, 08/01/2018 - 09:30. Berkshire’s book value growth is after tax, while the S&P Index return is pretax. Berkshire’s investment portfolio holds about $186 billion in equities and $118 billion in cash equivalents and bonds as of March 31, 2018.

Assets

MainStreet Financial Planning

AUGUST 5, 2024

Since 2018, the federal tax code allows 529 plans to be used for up to $10,000 per year to pay for qualified K-12 tuition. Warning: not all states have adopted this rule, you may not owe taxes on your federal return but watch out for the impact on state taxes!

Planning