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62 results from “new tax plan”

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Tax law changes are coming soon

The proposed Build Back America Act, a $1.85 trillion social-policy and climate framework, is working its way through Congress. This is sometimes ref…

NOV 02, 2021
2022
2022
2022
INSIGHT
2022 – A Year for Reasonable Expectations

The Fed, Inflation, and Interest Rates The coming year is likely to see a nearly constant Federal Reserve (“Fed”) watch as the Central…

DEC 14, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
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A guide to choosing a financial advisor

A Guide to choosing a financial advisor Selecting the right financial advisor for your specific situation and goals may feel like a daunting task …

NOV 02, 2021
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Living for today, planning for tomorrow: Utilizing a spousal lifetime access trust

When implemented correctly, a Spousal Lifetime Access Trust can potentially mitigate gift and estate taxes in the future, while significantly in…

JAN 18, 2022
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Six best practices for selling or transferring your business

Contemplating the sale or transfer of a business can be very exciting. It’s the culmination of many years of hard work and an opportunity to mo…

DEC 14, 2021
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Stepping over the pay gap

It is a proven fact that women earn less than men in the workplace. That said, women can take charge when it comes to seeking equality. Here are seve…

NOV 02, 2021
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Successfully investing in art to grow your wealth

When appreciating art, beauty is in the eye of the beholder, as our artistic preferences rely upon our own subjective taste. In contrast, successfull…

NOV 02, 2021
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What Covid-19 has revealed about women's perspectives on giving

Women today are among the most active philanthropists in the United States. In fact, according to a 2020 report from the Milken Institute, 92% of hig…

NOV 02, 2021
Executives shaking hands
Executives shaking hands
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A Window of Opportunity: Weighing Your Options in the Current Business Environment

With potential changes to tax laws looming and a mergers and acquisitions market that’s on fire, it’s an important time for business…

JUN 29, 2021 JAYNE HARTLEY
U.S. 1040 form against a backdrop of a U.S. Treasury Check
U.S. 1040 form against a backdrop of a U.S. Treasury Check
U.S. 1040 form against a backdrop of a U.S. Treasury Check
INSIGHT
current market news
Biden proposes big spending, taxes with the American Families Plan

President Biden recently rolled out the American Families Plan (AFP), a $1.8 trillion proposal that is billed as “an investment in our kids, ou…

MAY 06, 2021 JAY RITTER YUNG-YU MA, PH.D.