Library

Tom Stedman

Associate Wealth Management Consultant

Financial Planning » Take Advantage of the Extended Tax Deadline

July 07, 2020 | Financial Planning

In response to the Coronavirus pandemic, on March 21, 2020, the Internal Revenue Service (IRS) automatically extended the federal income tax filing due date from April 15, 2020, to July 15, 2020. While talks fell short of extending the deadline past July 15th, the IRS urges taxpayers to request …

Spotlights » Getting Started With Estate Planning

March 26, 2019 | Estate Planning

Estate planning can be overwhelming. It involves complex topics and decisions that cause many people to put it off altogether. We will walk you through the basics of estate planning and provide resources that can help you develop your financial plan, including our popular guide to estate planning.

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » Four Lessons Non‐Profits Can Learn From 2018

January 24, 2019 | Investment Themes

2018 was an eventful year from both an investment and fundraising perspective. Since the New Year is upon us, we thought we’d take this opportunity to reflect on the past year. Consider what these lessons might mean for your organization as we enter into 2019. 2019 Outlook for Non-Profits.-- …

Tom Lesko

Senior Wealth Management Consultant

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 …

Markets & Economy » Implications of Tax Reform on Fixed Income

March 01, 2018 | Market Commentary

  The Tax Cuts and Jobs Act is having a notable impact across wide swaths of the economy, and the fixed income market is no different. The bill’s key achievement of lowering the corporate tax rate is certainly a favorable outcome for a number of businesses and their investors. Smaller tax …

Dana Vosburgh, CFP®

Managing Director, Advisory Services

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 …

James Ebenhoch

Endowment/Foundation Consultant

Insights for Non-Profits » 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 …

Markets & Economy » Tax Reform Implications

December 22, 2017 | Market Commentary

Congressional Republicans passed a sweeping overhaul of the U.S. tax code last week in what is the most significant change to tax policy in 31 years. The bill, titled The Tax Cuts and Jobs Act, was signed into law by President Trump this morning. One of the central goals of The Tax Cuts and …


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