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Financial 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 …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Insights for Non-Profits » How Trump’s Tax Proposals May Impact Non-Profits

February 01, 2017 | Tax Planning

Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal (e.g., connections to people or groups, stories, feelings) or a financial appeal (e.g., tax savings, estate planning, personal …

Andrew DelMedico, CFP®

Client Consultant

Financial Planning » 12 Tips for Year-End Tax Planning

December 05, 2016 | Tax Planning

If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax …

Dana Vosburgh, CFP®

Managing Director, Advisory Services

Financial Planning » Tax Planning for the Trump Era

November 21, 2016 | Tax Planning

President-elect Donald Trump's victory, along with Republicans maintaining majorities in Congress, has taken many by surprise. While some segments of the broad U.S. stock market reacted favorably to the election results (e.g., Financials and Industrials), other segments did not (e.g., Utilities …

Andrew DelMedico, CFP®

Client Consultant

Financial Planning » Changing Your State Residency: Tips for NYS Residents

December 14, 2015 | Tax Planning

New York State (NYS) income taxes are among the highest in the country. Furthermore, while NYS estate tax policy has become “friendlier” over the last couple of years, several states have done away with estate taxes completely. As a result, many NYS residents, especially those “snow birds” who …

Dana Vosburgh, CFP®

Managing Director, Advisory Services

Financial Planning » Tax-Loss Selling Considerations for Investors at Year-End

November 13, 2015 | Tax Planning

As the end of the calendar year approaches, many investors with taxable investment accounts that have realized capital gains during the year consider selling their stocks and/or bonds that are currently at a loss, to offset the gains and reduce the tax consequences. Typically, an investor will …


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