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May 3, 2017

The administration posted an outline of its tax reform proposal on April 26th, but an outline is all we have so far.

The big changes they propose are:

  • Reduce individual income tax brackets from seven to three-10%, 25% and 35%.  But they don’t mention what income leve...

February 1, 2017

With a new administration in our nation’s capital, there is much speculation about a significant change in our tax laws.  Campaign promises were abundant (as they usually are) covering a variety of tax reductions for individuals and corporate taxpayers.

Keep in mind the...

February 8, 2016

 Great planning tool for people with highly appreciated assets


A recent Wall Street Journal article by Daniel Grant points out some creative uses of Charitable Remainder Trusts (CRTs) for art and collectible owners.  But they are potentially very useful for all investo...

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Stock Market Volatility Rears its Ugly Head Again

February 9, 2018

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