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From monthly archives: January 2018

We are pleased to present below all posts archived in 'January 2018'. If you still can't find what you are looking for, try using the search box.

Changes Coming to a Paycheck Near You - Decoding the Tax Law

Changes Coming to a Paycheck Near You - Decoding the Tax Law
By: Chris Hostetler and Kali Whitaker   By now, we all know that the tax code has changed significantly starting in 2018, thanks to the Tax Cuts and Jobs Act passed by Congress just before Christmas. Although there is no shortage of published information about the details of the new code, the dust is only now beginning to settle so that we can understand actual impacts on individual situations. It is going to take some time for planners and accountants to regain fluency in tax planning strategies. As the largest tax overhaul since 1986, this is a monumental change – some might say HUGE.  And it happened very quickly – the act was introduced on Nov 2, 2017 by Representative Kevin Brady of Texas and signed by the President on December 22. Throughout the year, as we dig into what these changes mean, we hope to share a series of posts on the likely impacts to our clients’ planning and thoughts on some new tax strategies to consider, as well as some old tax strategies that m ...

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New Year, New Goals

OK, we’re a week into the new year.  Have you already cheated on your resolutions?  We aren’t encouraging you to give up, but if you’d like to add some new resolutions – ones that would make your financial advisor proud – we have a few ideas.  In 2018, why not skip the line for the Stairmaster and at The Container Store; instead try our accessible, yet impactful ideas for re-resolving to make 2018 a great year. Rusty Resolve to eliminate stock certificates!  While the aesthetics may appeal to some, you’ll avoid potential headaches if you deposit those certificate shares into your brokerage account.  I’ve been working with a client for 4 years trying to recover shares his now deceased wife owned in certificate form.  The shares were originally for a small North Carolina bank which subsequently was part of several mergers and is now Royal Bank of Canada (RBC).  And because RBC is a Canadian company, there are additional hurdle ...

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