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Financial Planning » Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M
October 04, 2018 | Estate Planning
Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …
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IndividualsLibrary » Foundations
April 18, 2018 | Investment Themes
We understand the unique challenges the Taft-Hartley community faces and are committed to providing resources that help union members achieve a more meaningful and secure financial future. That’s why we created Foundations, a Taft-Hartley publication full of resources that are beneficial for you …
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Taft-Hartley
Financial Planning » Qualified Charitable Distributions and the New Tax Law
March 13, 2018 | Tax Planning
The Tax Cuts and Jobs Act made sweeping changes to our tax laws when the bill was signed this past December. On January 1, the standard deduction – an amount that all tax filers can deduct from their income each tax year – was doubled to $12,000 for single filers and $24,000 for joint filers. The …
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IndividualsFinancial Planning » Webinar: Tax Reform and Your Financial Planning
February 16, 2018 | Tax Planning
Tax reform has become law, and seemingly endless news coverage has been dedicated to explaining its major provisions. With the dust starting to settle, now is the time to consider what it means for your financial planning in 2018 and beyond.
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IndividualsLibrary » 2018 Tax & Planning Guides
January 31, 2018 | Tax Planning
Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. In many cases, this information can be difficult to locate or understand. With this in mind, we created a set of reference guides to break down exactly what you need to know about the new tax law, …
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All AudiencesDirector of Family Wealth Management
Financial Planning » What Individuals and Business Owners Need to Know about the Tax Cuts and Jobs Act
January 29, 2018 | Tax Planning
When the formal tax reform process began during the second half of 2017 - and even back in 2016 when President Trump campaigned on the importance of tax reform - key goals were to simplify the tax code, eliminate certain unpopular taxes, reduce taxes for the middle class, and significantly reduce …
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All AudiencesEndowment/Foundation Consultant
Endowments & Foundations » Tax Reform’s Impact on Non-Profits, Endowments, and Foundations
January 26, 2018 | Tax Planning
The uncertainty surrounding tax reform in 2017 left many non-profits trying to gauge the impact it would have on charitable giving. With The Tax Cuts and Job Acts passed in late 2017, there is now more clarity on how non-profits, endowments, and foundations will need to adjust fundraising …
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Endowments & FoundationsFinancial Planning » Prosper
December 12, 2017 | Financial Planning
We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …
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IndividualsFinancial Planning » Year-End Tax Planning Tips
December 11, 2017 | Tax Planning
The uncertainty surrounding potential tax law changes has dominated headlines in the past few weeks. While the tax landscape for 2018 is still up in the air, we know what the laws are for 2017.
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All AudiencesFinancial Planning » Tax Reform and What Comes Next
November 20, 2017 | Tax Planning
As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill …
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