Insights

August 23, 2018 Michael T. Novak 3,453
June 11, 2018 Scott Swartz Use It or Lose It - Perhaps For all the complexities and uncertainties created by the Tax Cuts and Jobs Act signed into law in December 2017, one area of planning for high net worth clients is relatively straightforward, although it comes with a big looming cliff in the future.
March 27, 2018 Scott Swartz In a World of Tax ReformFor a little while longer, tax advisors are living parallel universes. Tax returns for 2017 must be calculated and filed under old law that existed until January 1. At the very same time, attention is being directed toward the post-tax reform laws and resulting long-term tax planning possibilities, as well as the short-term realities of determining 2018 tax payments.
February 9, 2018 Rich Turgeon Market Update