A New Tool To Address Special Needs

April 6, 2015

In Washington’s current hyper-partisan climate, a law with strong bipartisan support is worthy of notice. Yet one such law, which had the further distinction of creating a new financial planning option for individuals with disabilities and their families, may have flown under your radar as 2014 wound to a close.

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How To Benefit From Tax Diversification

April 6, 2015

Tax diversification is integral to a well-structured retirement plan. By holding assets in accounts with different tax treatments, such as traditional IRAs, Roth accounts and taxable investments, you can balance current and future tax benefits and gain flexibility to deal with unexpected circumstances. The Three Types Of Investment Accounts Many investors look down on taxable investment accounts because of the taxes they must pay each year on interest and dividends, […]

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When And How To Make An 83(b) Election

April 6, 2015

Many people associate taxes with only one date: April 15. In reality, though, tax planning should be a year-round part of your financial life. For instance, tax planning can and should be incorporated into investment decisions, charitable giving and business planning. And in some cases, taxpayers face decisions far before April that can create big impacts when they eventually file their returns. For instance, those receiving property such as stock […]

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Duly Noted

April 6, 2015

A Connecticut Consumer Tax Break Comes At The Expense Of Business. Companies and trade groups in Connecticut are not happy with provisions in Gov. Dannel Malloy’s budget that would hit business with higher taxes while handing a small break to consumers. Malloy, a Democrat, proposed retaining a 20 percent surtax on corporate income taxes that was due to expire this year. He also asked the Legislature to trim the state’s […]

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How Do You Know If Your Domicile Has Changed?

March 10, 2015

While home is said to be where the heart is, that definition is unlikely to pass muster with state and local tax authorities, who have a vested interest in a more specific definition.

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Planning For Portability

February 12, 2015

In a world of smartphones and tablets, portability is something we take for granted in our gadgets. But thanks to some recent legislative changes, it is now something that estate planners can take for granted too.

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Looking Ahead: Winning In Life’s Second Half

January 26, 2015

If we measured human lives like football or basketball games, halftime would come for most of us when we are in our 40s. Just don’t say that to Gertrude Weaver, 116, who began this year as the oldest living American. The remarkable Ms. Weaver is reportedly still active and alert at her home in a Camden, Arkansas, nursing facility. Very few of us are likely to approach her longevity, even […]

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When And How To Establish A Foundation

January 26, 2015

Private foundations may help you achieve your philanthropic goals, but while they can prove deeply rewarding, they can also be time-consuming, expensive and complex. A private foundation is a not-for-profit entity that is run by a single individual, family or business (in contrast to a public charity). It must be operated exclusively for purposes that the Internal Revenue Service deems appropriate for a charitable entity, such as educational and scientific […]

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Dealing With A Loved One’s Cognitive Decline

January 26, 2015

When a loved one begins to experience memory loss and other cognitive issues, it is only natural to wonder whether he or she is exhibiting signs of dementia. Warning signs that one’s mental capacity may be diminishing can include: Forgetting significant dates or previous life events Asking for the same information repeatedly Difficulty concentrating or keeping track of recurring bills Taking much longer to complete certain tasks than before, or […]

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Two Employees Promoted, Four Added At Palisades Hudson

January 26, 2015

Two veteran staffers joined the management team and four newcomers were added to our staff as Palisades Hudson enjoyed a year of substantial growth in 2014. Melinda Kibler, 26, became a client service manager in the Fort Lauderdale office in November. Melinda began her Palisades Hudson career as a summer intern in 2008. She accepted a full-time position the following year, after graduating cum laude from the University of Rochester […]

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