January 21, 2020 Five Financial Tips for Female Founders by Beata Kirr As more female founders join start-up nation, their personal finances need to evolve beyond business as usual. Business Owners, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
January 06, 2020 Two Numbers You Need to Know by Jennifer Ostberg Do you have enough money to live, and give to your family, or favorite charity? Many Americans declare New Year’s resolutions that better physical well-being, but understanding financial health is just as important. Philanthropy, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 16, 2019 Which Charitable Gifts Give the Best Tax “Bang for the Buck”? by Anne Bucciarelli Donors often seek advice on the best ways to support their favorite charities. Many resort to giving cash, but often that’s not the most optimal gift. Donors over the age of 70½ have even more options—they can make a direct gift of either cash or another asset, or roll over a charitable IRA.* While both are relatively straightforward to implement, there are several factors that may make one of them more tax beneficial. Philanthropy, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
December 12, 2019 Can Investors Have Their Cake and Eat It, Too? by Pavan W. Auman For investors with concentrated positions, Exchange Funds deliver both diversification and deferral. Wealth Planning Likes 0 SHARE Bookmarks
December 03, 2019 Tips for Making Your Charitable Donations Count by Robert Dietz, Jennifer Ostberg Philanthropic giving is inherently personal because it is rooted in your values and in how you choose to fulfill your sense of responsibility to your family, the community, and the world. Here are a few tips to ensure your gift qualifies for a charitable income tax deduction. Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 02, 2019 Don’t Miss Out on These Year-End Tax Strategies by Christopher Clarkson, Tara Thompson Popernik The end of the year may be your last chance to take advantage of strategies to lower your tax bill for 2019. But don’t wait till the last minute. Find out if these strategies are appropriate for you. Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
November 14, 2019 Low Rates May Be Worrying You, But Private Markets Use Them To Their Advantage by Alexander Chaloff There are currently 15 countries with interest rates lower than 1%, and more than half of those are negative. In the US, despite 10-year Treasury yields moving 40 bps higher since the beginning of September, rates are still historically low. And if the economy slows more than expected, they may move down again. What could these low interest rates mean for your investments? Alternatives, Wealth Planning Likes 0 SHARE Bookmarks
November 05, 2019 Our Most Interesting Chart Right Now: Debt across the Economy—Pre/Post-Crisis Our Bernstein Research US Economics team crunched the numbers to determine which segments of the economy have increased or decreased leverage since the Global Financial Crisis. Economics, Wealth Planning Likes 0 SHARE Bookmarks
October 31, 2019 Market Timers’ Biggest Mistake? Ignoring Taxes by Paul Robertson When bad news seems to come in waves, it’s tempting to look elsewhere for a safe place to park your portfolio. Yet in the heat of the moment, few investors carefully think through the math. That’s unfortunate, because ignoring the tax impact of market timing can prove hazardous to your wealth. Wealth Planning Likes 0 SHARE Bookmarks
October 28, 2019 When It Comes to QSBS, Timing Is Everything by Stephen S. Schilling, Andrea Ross, Pavan W. Auman Eligibility for the Qualified Small Business Stock exclusion requires a deep understanding of the rules. Yet one truism seems to apply: timing is everything. Business Owners, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
October 28, 2019 Qualifying for the QSBS Exclusion by Stephen S. Schilling, Andrea Ross, Pavan W. Auman Qualified Small Business Stock has recently made a comeback—and the tax benefits can be substantial—provided you’re eligible. Business Owners, Wealth Planning Likes 0 SHARE Bookmarks
October 28, 2019 Second Act for Qualified Small Business Stock? by Stephen S. Schilling, Andrea Ross, Pavan W. Auman This decades-old provision in the tax code was long forgotten. Yet, thanks to relatively recent tax code changes, it’s something nearly everyone in the start-up community should revisit. Here’s what you should know about Qualified Small Business Stock (“QSBS”). Business Owners, Wealth Planning Likes 0 SHARE Bookmarks
October 17, 2019 Will the SECURE Act Disrupt Planning for Retirement Assets? by Robert Dietz, Jennifer Ostberg Individual retirement accounts (IRAs) have historically offered coveted tax deferral opportunities. Recently proposed legislation, however, may limit this benefit for inherited IRAs. This potential tax deferral loss is alarming, but just how much of an impact would this change really have? Wealth Planning Likes 0 SHARE Bookmarks