Wealth Management
The Fundamentals – Pulse on the Economy and Capital Markets: 8/31/20 – 9/4/20
Executive Summary Ahead of the holiday weekend, the employment and manufacturing numbers showed the rebound continues, though the headline employment…
The Venture Capital Market – March 2020
By: Simeon Wallis, Chief Investment Officer, Wealth Management Key Trends As “exit multiples” – i.e. the multiples paid for venture-backed…
The SECURE Act Passed – What does it mean for you?
By Michael Saulnier, Director, Retirment Plan Services On Dec. 20, 2019, President Trump signed a new Act into law that…
Spending Bill Extends Tax Breaks, Adds Retirement Account Provisions
With its winter recess looming before it, Congress has engaged in a flurry of activity. Most notably, it reached agreement…
When Your Estate Includes an IRA
Several times each year, an executor will ask us, “What do I do with the IRA in the estate?” Often…
DOL Expands Retirement Plan Options for Smaller Businesses rather than Emerging Tax
The U.S. Department of Labor (DOL) has released a final rule which should make it easier for smaller businesses to…
Inherited an IRA? It’s Not Always 100% Taxable
Beneficiaries of an inherited individual retirement account (IRA) are typically not privy to the income tax filings of the decedent….
What’s Your Construction Company Worth?
It is important that you have a comprehensive understanding of the three primary methods used to estimate the fair market…