Wealth Management

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...
ID Theft Image

Equifax Security Breach: Our Latest Thoughts and Suggestions

We continue to receive questions from clients regarding the impact of the Equifax security breach this summer, whereby key financial information of over 145 million people was stolen.  In this report...

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