Beware the Kiddie Tax

Income shifting is defined as a person in a high tax bracket giving an income producing or appreciated asset to another person, typically a child, who is in a lower tax bracket to hold or sell. This transfer is sometimes made to a child under the age of eighteen and...

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Q1 MLP Outlook

I wanted to pass along the positive Q1 2018 MLP outlook commentary from Dewitt Capital Management. Also, an article in Barron's that shines a light on the state of MLPs. " After an unexpected headwind this quarter, MLPs are starting to turn the corner again, and we...

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5 Best Practices for an Organized Financial Life

Tax season just serves as an indirect reminder of how disorganized our financial lives can become, in the midst of the mad scramble to gather all the relevant financial documents and information in time for April 15th. Christine Benz from Morningstar offers some...

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Changes to claiming itemized deductions

In an effort to help you understand the new tax law, we have been highlighting the key parts now in effect for the 2018 tax year. As we explained last week, the threshold to itemize has been raised as a result of the increase in the standard deduction to $12,000 for...

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2018 Optimistic MLP Outlook

Addis & Hill Spotlight: Dave DeWitt from Dewitt Capital Management "We are very optimistic that midstream energy infrastructure will have a strong 2018. Most of the question marks surrounding MLPs during the downturn have been answered. MLPs are primed to benefit from...

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2018 – Move or Stay Put?

Retirement and aging brings many questions to the table. One of the biggest concerns is whether keeping the family home with all the maintenance and upkeep will be the best place for our golden years and whether our healthcare providers will be readily accessible when...

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Tax Vote Coming to a Head

Where will it fall out for you?  This a brief summary of many proposed House tax provisions that could likely affect most of our clients.  12% of our clients worry about the impact of government on their lives.  Revision of the tax code is a perfect example! If you...

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