Wealthy clients should consider planning now for the reduction in estate and gift tax exemption

Many people are wondering what will happen to the exemption if there is a Democratic president and possibly a Democratic-controlled Congress.

What is sustainable investing, and should I consider it as part of my portfolio?

Your personal priorities govern the type of sustainable investing that will best align with your goals.

Updates to the RMD put-back rule: Should you return your distribution?

If you are 72 or older and have already taken the required minimum distribution (RMD) from an IRA account, you can reverse your withdrawal until Aug. 31. There may be advantages to doing so, depending on your financial situation.

Increasing liquidity through a capital raise

Despite a likely shift to a more risk-averse credit market, numerous potential financing sources can help businesses through this uncertain time, including traditional bank lenders, private debt funds, family offices, mezzanine funds and private equity firms.

Understanding sequence risk and its effect on retirement planning

There is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there is one big wild card we cannot control called sequence risk.

PPP loan forgiveness receives new flexibility: updates businesses need to know

Business owners should be aware of several integral changes under the Paycheck Protection Program Flexibility Act (PPFA), which loosened guidelines to ensure the program is more business-friendly.

Families First Coronavirus Response Act: getting back to work

The FFCRA was designed with a focus on supporting employees amid COVID-19 while avoiding an undue burden on employers.

How to make good financial choices in uncertain times

In the face of uncertainty, it is still possible to make valuable financial decisions and doing so can help avoid permanently costly mistakes.

Estate and tax planning ideas for a COVID-19 economy

The depressed values in the markets, low interest rates and historically high federal estate, gift and generation-skipping transfer tax exemptions have created some excellent opportunities for you to make impactful gifts to your family and generate potentially significant tax savings.

What kind of relief can you expect from the CARES Act?

A summary of some of the high points of the act will help you identify what kind of relief you can expect.

In these trying times, know that help is out there, and you have options

Undoubtedly, this is a challenging time. Not only are you worried about your family’s health, but the impact of COVID-19 also has likely left you concerned about your financial situation.

Business transitions: What legacy do you want to leave?

The more diligent and focused business owners are on improving the value of their business, the more likely they are to achieve their desired outcome.

With volatility comes opportunity

With all the negative headlines and market volatility caused by the COVID-19 pandemic, I thought it would be timely to shed some light on...

What should investors think about market volatility in the face of all the scary headlines?

Financial markets have been very volatile over the last few days. In addition to election season being underway, all our lives are drastically changing...

Growing your community through impact investing

Millennials are known for their commitment to sustainability and loyalty to companies that are making an impact. Through their spending habits and investment portfolios,...

Financial tips to help you prepare for a recession

Why are people more afraid of flying than driving, even though car wrecks are far more frequent? As one academic suggests, “in a car,...

How the SECURE Act changes your financial planning

At the end of 2019, while most of us were focused on the holidays and year-end priorities, the federal government passed the Setting Every...

Is your business missing out on valuable tax dollars?

The Research & Development tax credit remains one of the most underutilized tax-savings opportunities for manufacturers and other companies. Businesses across the U.S. are...

Do I need a living, breathing financial adviser?

Today’s financial advising landscape is continually changing. There are a plethora of do-it-yourself options, bargain-bin fund pricing, automated investment tools and one-page financial snapshot...

How golf and owning a business are alike

The art of golf and owning a business are more similar than you might imagine. Prior to an important game of golf, the right...

Accounting for the cannabis industry: Prepare yourself for tax scrutiny

In light of the recent legalization of recreational cannabis in Michigan, the industry is rapidly growing and changing. Business owners and entrepreneurs are seeing...

How asset location is important to portfolio growth

You likely have heard the saying that the three most important factors in real estate are location, location and location. In wealth management, location is...

Don’t let time and your estate planning slip away

As we all know, the 2017 Tax Cuts and Jobs Act made many changes to how we look at tax planning. One change that...

Are you financially ready to retire?

“Change is a constant.” —a very wise personBefore deciding to retire, it’s important to ask yourself if you are ready both financially and emotionally....

Does the inverted yield curve signal an economic recession?

You might have heard that on March 22, the yield on the U.S. 10-year Treasury note dipped below the yield on the three-month Treasury...