Wealth Management

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...
Sales Set to "Max"

How Far Would Wells Fargo Go? Thoughts on the "Gotcha" Moment

As you might expect, the news about Wells Fargo’s sales practices launched strong reactions from members of our firm. Below, we share edited excerpts from internal emails sent by CEO Tom Quinn and...

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