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INTEL

Two Proposed Bills Offer Tax Relief to Seniors

New proposals before Congress could bring deep cuts to taxation on seniors, potentially saving them thousands of dollars every year.
Two new bills introduced in Congress—the Bonus Tax Relief for America's Seniors Act and the Tax Relief Unleashed for Seniors by Trump, or TRUST, Act—aim to bring meaningful tax relief to millions of older Americans.
Planning

Financial Planning Strategies for a Volatile Market

In the face of market uncertainty and volatility, here are 7 strategies to consider when evaluating your financial plan.
In volatile conditions, you can't control the market, but you can control how you respond to it.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

INTEL

Will You Get a Higher Pension Entitlement Under New Rules?

If you're a retired public employee, the Social Security Fairness Act is making changes that could increase the total funding you're set to receive in retirement.
Most state and local public employees―more than 70 percent―are in Social Security-covered employment.
Planning

Tips for Women's Unique Financial Needs

When it comes to financial security, it's important for women to fully understand what their financial hurdles may be⁠—and how to overcome them.
Women are their own best advocates in everything they do, and this includes having a better understanding of their financial situation.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Philanthropic and Charitable

Engage With Philanthropy on a Personal Level

Giving circles are an alternative way to give more intentionally. Learn how they work.
Giving circles empower the donor, amplify the impact of the gift and put philanthropy back in the spotlight.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

INTEL

Will a New IRS Focus Impact Your Business?

Learn how the recent focus affects income derived from pass-through business entities.
The IRS has committed substantial new resources specifically to increase auditing of pass-through entities.
Planning

An Introduction to Cost Basis Calculations

See how to determine the correct cost basis for your investments when calculating the taxes you owe for the year.
Without knowing your basis—or the purchase price of the asset—you'll pay taxes on the entire sale price of the asset unnecessarily.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Planning

Are Private Investments Right for Your Portfolio?

Learn about the factors driving the growth of this investment option.
Over the past few decades, private investments have transitioned from a niche option to a key component of more sophisticated investment portfolios.
Planning

Understand How Professionals Manage Your Portfolio

See how professionally managed investment vehicles are used to address your risk tolerance, liquidity needs and financial goals.
Investment vehicles like mutual funds, exchange-traded funds, separately managed accounts and limited partnerships continue to expand, bringing more robust access at lower costs.

Thomas O'Keefe

Managing Director | Capital Management Group

INTEL

Will We See a New Approach to Tax-Free Savings?

A proposal to change the savings account landscape with a new tax-advantaged option is in the works.
The federal tax code already includes several savings accounts that allow tax-free distributions, but these are limited to specific purposes, such as retirement, medical care and college fund savings.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Tax Planning

Unpacking the 2025 Tax Proposals

From TCJA extensions to new credits, discover how the White House's proposed 2025 tax plans could impact your financial future.
With the conclusion of the 2024 presidential election and the Republican party controlling both the executive and legislative branches of government, some implications about our tax future are starting to take shape.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Planning

New Year Planning Guide

Our 2025 Wealth Planning Guide is here. Start the new year with key strategies to consider adopting into your wealth plan.
This year’s guide was created specifically for individuals who want to actively shape their financial situation.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

INTEL

New Congressional Challenge to Puerto Rico's Tax Loophole

House Democrats are challenging Puerto Rico's Act 22 tax benefits through new legislation as housing costs surge and concerns mount over tax compliance.
In October 2024, House Democrats introduced the United with Puerto Ricans Opposed to Act 22 Risks, or UPROAR, Act.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

INTEL

Major Update to Small Business Law

The Corporate Transparency Act went into effect on January 1, 2024, and impacts millions of small businesses in the US. Here's what you need to know.
The companies impacted by the CTA are mainly the millions of US-based small businesses with 20 or fewer employees and less than $5 million in revenue.
INTEL

Will the Latest IRS Adjustments Change Your Tax Bill?

Annual inflation adjustments to tax provisions were announced in October 2024. Learn how this may change your 2025 tax return.
More than 60 changes were made this year, including standard deductions, marginal rates and alternative minimum tax exemptions.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Tax Planning

Strategies for Cutting Tax Liability in Retirement

The less taxes you pay on retirement income, the more you’ll have to spend on enjoying life.
A financial advisor can help you create a holistic retirement income plan—one that meets the needs of your specific situation while also reducing your retirement tax burden.

Walt Reed

First Citizens Director of Trust & Estate Tax

Showing 1 - 16 of 71 results

Showing 1 to 16 of 71 results

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