Investments

Congress Makes Tax-Advantaged Products More Attractive

A small, largely unnoticed, tax law change included in the 2020 year-end COVID-19 relief bill signed into law by Congress includes a significant change to the tax code. This change could be a windfall for wealthy Americans and business owners who may be considering various life insurance products as a way to shelter assets and

Plan for a Biden Presidency

Joe Biden’s economic outlook and policies differ greatly from what we have experienced over the past four years. The questions we need to prepare and plan for are: How will the American government pay for the proposed policies and what affect will those policies have on taxes? The key to success over the next four

Trump vs. Biden: What You Need to Consider on November 4th

During this panel discussion led by John Scott, Tom Gibson, CPA, and David Babinski, a Business Consultant and member of your Family Office Team, examine: President Trump’s tax plan and its implications for those earning more than $400K annually; Vice President Biden’s proposed tax plan and its implications for those earning more than $400K annually;

Tax Saving Strategies for a Successful Tomorrow

Recently Tax Savings Professionals had the opportunity to present a roundtable webcast: Current State of Affairs: Strategies for a Successful Tomorrow. Below is an edited transcript of this far ranging conversation about urgent topics many folks are concerned about today. Led by our own Ted Zamerski, CPA/PFS, CFA, CGMA, the conversation also features Brian Shey,

State of Affairs: Strategies for a Successful Tomorrow

During this discussion led by Ted Zamerski, CPA/PFS, CFA, CGMA, and featuring Brian Shey, Licensed Insurance Representative and member of your Family Office team; David Babinski, a Business Consultant and member of your Family Office Team; and Paul Haven, a Commercial Banking industry expert; they discuss: • The importance of reviewing your overall life plan

4 Questions to Ask When Evaluating Alternative Investments

When you hear “Alternative Investment,” it likely means anything that is not “Wall Street”. It is an investment that is an alternative to Stocks, Bonds, ETFs, and Mutual Funds. Alternative investments can also refer to real estate as recently the term has become synonymous with syndicated real estate deals. According to a recent study by

5 Small Changes that Can Add Up to Big Tax Savings

We typically only think about taxes when preparing to pay Uncle Sam. Making small changes to how you look at and approach your finances and taxes throughout the, however, can add up to big savings on your taxes. There are many strategies that can be used, but here are five just to get you started.

Creating Your Family Bank

Ray Poteet, discusses how you can make freedom to your funds a reality while still growing that money. Specifically he covers: • How to create your own Family Financing System • How to make money driving your car (be an Uber driver without picking up passengers!) • How to take a vacation and make a