Protecting your financial information is always a top priority for us. The Internal Revenue Service (IRS) recently reminded us that tax-related scams, even after tax season, are still pervasive.
Blog posts by Laura Kuntz, Senior Wealth Manager
Welcoming Higher Standards For Our Industry
Recently, a few clients shared their reactions with me about an item in the news: that more financial advisors will soon be required to work in their clients’ best interests. This is called the “Fiduciary Standard.”
Capital gains tax reduction strategies
A key area of planning for our clients includes strategies to reduce tax on capital gains (the tax paid on sales of appreciated investments). Yes, we want gains, but once achieved, Uncle Sam and the other taxing authorities also like a “piece of the action.”