May 17,2018 Capital Gains Rates Before and After the New Tax Law Are you confused about the federal income tax rates on capital gains and dividends under the Tax Cuts and Jobs […] Read more
May 17,2018 FAQs about Deducting Home Loan Interest under the New Tax Law The Tax Cuts and Jobs Act (TCJA) changes the rules for deducting interest on home loans. Most homeowners will be unaffected […] Read more
May 03,2018 How Can the Deferred Sales Trust be Used to Fund Alternative Investments? How Can the Deferred Sales Trust be Used to Fund Alternative Investments? Let’s take real estate, for example. Frequently a […] Read more
May 03,2018 The Use of Alternative Investments within the Deferred Sales Trust By Greg Reese, Principal, Reef Point, LLC – Trustee for the Deferred Sales Trust The Deferred Sales Trust is designed […] Read more
April 19,2018 Estate Planning – Broaching a Sensitive Topic You may be uncomfortable at the thought of discussing your estate with your loved ones. But failing to do so could […] Read more
April 19,2018 Go Green, Save Green: Tax Breaks for Saving Energy Earth Day is April 22. This occasion reminds us to consider implementing changes to help reduce the amount of energy we […] Read more
April 12,2018 Congress Raises 401(k) Hardship Withdrawal Limits Most 401(k) plans permit hardship withdrawals, though plan sponsors aren't required to allow them. As it stands today, employees seeking to […] Read more
April 12,2018 Reverse Mentoring: Moving Seasoned, Younger Workers Into High Gear Reverse-mentoring isn't a new concept, nor is it widespread, though many companies could benefit from such a program. Pioneered at General […] Read more
April 03,2018 Last-Minute Tax Planning Tips for 2017 This year, Tax Day for individuals, sole proprietors and C corporations is Tuesday, April 17. You still have time to consider […] Read more
April 03,2018 Estate Planning 101: An Introduction What Is an Estate and What Planning Is Involved? It's important for you to understand what the word “estate” means […] Read more