Donor-advised funds can be valuable tools for individuals and families looking to streamline their charitable giving, maximize tax benefits, and engage in strategic philanthropy.
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Cash flow and investment planning around employee stock options can be tricky, and its not just the tax treatment that can trip plan participants up. Define a strategy that speaks to investment exposure, risk concentrations, cash flow management, and tax planning.
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Plan NOW, to up the IMPACT and boost the VALUE of year end charitable gifting.
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The path of inflation and its amplitude will have important implications for both risk management and financial planning in the years ahead.
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The interplay between inflation and disruptive change is likely to create strong cross currents and interesting opportunities in 2023
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In our new series, The Market Is Not Going Up! What Can I Do?, the team at LEVATUS Wealth Services highlights some of the ways we are helping our clients to take control in a down market. This month’s topic is Tax Loss Harvesting. This is a strategy that is useful under many market conditions, but particularly when volatility is high.
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In our new series, The Market Is Not Going Up! What Can I Do?, we will highlight some of the ways we are helping our clients to take control in a down market. The first topic we will feature is Covered Call Writing. This is a strategy that is useful under many market conditions, but particularly when volatility is high.
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While the current geopolitical questions around Ukraine and Russia are complex, the central investment impact may be more straightforward. Susan Dahl and Keith Savard sit down with Senior Client Advisors to answer questions about the impact of current events on private client investment strategy.
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Roth IRAs can be a powerful savings and estate planning tool, and can add value within a broad retirement planning strategy.
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Jessica Grande, LEVATUS Senior Client Advisor, answers questions about tracking down and revving up your old 401(k) plans.
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Highlights of the most recent tax proposal have a familiar focus, but key elements create a somewhat different planning backdrop.
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Starting with the 2020 Presidential race and continuing into the Summer of 2021, proposed tax changes, namely increases to income and capital gains taxes, have been on many investors minds.
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Looking forward to 2021, the outlook for tax policy remains fluid. Working with a wealth advisor to establish specific options for potential outcomes and keeping long term objectives in mind are two important ways to maintain control and keep strategy heading in the right direction.
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Many things could change this election season. The bottom line: make sure to think about what makes sense from a personal and investment perspective first, and remember that the timing of tax code changes could be fluid.
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While there are many crosscurrents this election season, knowing what to expect from an estate and tax perspective is one way to stay in control, regardless of the outcome.
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Fall is here! It’s the time for apple cider donuts, pumpkin spice lattes, cozy socks and warm soups. Also, with more time being spent curled up by the fire indoors, it is a great time to get organized as we head into the end of the year.
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Part opportunity zone, part danger zone, part social good – the trick is figuring out how much of each lies in the real estate industry’s newest investment niche, real estate opportunity zones.
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There are many lists one could create regarding the various changes and elements of the final tax reform bill, lots of “trees,” changes to brackets and rates and thresholds. There are, however, a handful of big picture items that really matter.
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