Wealth Management

SmartMoneyMatters

Smart Money Matters: What the New Retirement Savings Bill Might Mean for You

This summer has seen much popular press coverage of Congress’s attempt to pass legislation improving and modernizing retirement savings plans.  Known as the SECURE Act, short for Setting Every...
Smart Money Matters

Smart Money Matters: Gifting Techniques for the Savvy Taxpayer

Giving to charity is great; giving away your tax deduction is not. In this first comment in a series we call "Smart Money Matters," Senior VP and Portfolio Manager Richard Bean provides his thoughts...
Tax Form 1040

Year-End Planning Under the New Tax Law

As we find ourselves only a few months away from ending the first year under the new tax law, our clients and friends of the firm would be well served to revisit the law's changes and implications. ...
TaxChangesAhead

Treasury Proposal Casts Wide Net on State Tax Credits

One of the more high profile changes found in the December 2017 Tax Bill was the $10,000 deduction cap on State and Local Taxes (otherwise known as SALT), prompting a huge outcry from politicians in...

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