Seth is back with another installment of “What’s New(s)?” highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun. The passive investing behemoth Vanguard is going to begin offering private equity investments for self-directed clients that [...]
One quality we've noticed a lot of our clients share is a great curiosity. We're often asked about what we are seeing, reading and paying attention to. So, our own Seth Corkin has started collecting the most interesting articles he's coming across to share them with you in his new blog series, "What's New(s)?". Seth [...]
For part 3 of our series on the impact of the election on your finances, let's tackle the potential impact on estate taxes and the planning you can consider. Right now, the Federal estate exemption is as high as it’s ever been ($11.58MM per person!) with the exception of 2010 where the estate tax was [...]
This week in our continuing series on the impact of the election we tackle income taxes. If you missed last week on investments you can check it out here. Below is a chart showing the top marginal tax brackets since 1913. What stands out (beyond the fact that the top marginal tax bracket in the [...]
Back in July, Rene posted a video answering the question: "Should I change my portfolio before the election?" (if you missed it, you can check it out here: https://spcfo.com/should-i-change-my-portfolio-before-the-election/). Being the data nerd I am, I thought I would add onto his post with a little additional context. The reality is that a change in [...]
We wanted to notify our clients and contacts of a national unemployment filing scam to be aware of. As if 2020 didn’t have enough challenges already, right? Criminal enterprises with access to stolen personal information are attempting to file unemployment benefit claims. As we've said before the reality is, with all of the security breaches [...]
We’re starting off 2020 the right way – by adding a new team member! We’d like to introduce you to the newest member of your advisory team, Michelle Lum. Michelle will be joining SPP as a Planning Analyst. We had the pleasure of being introduced to Michelle by a friend of the firm and, in [...]
For the second time in three years, we have the pleasure* of dissecting a new bill that makes major changes to several components of the tax code. Rest assured, we will be addressing individual planning considerations for all of our clients as we meet and talk throughout 2020. For now, we wanted to summarize some [...]
For most people, tax season begins in February or March and entails the following: Send a completed tax organizer and your documents to your accountant in early March In 3-4 weeks, you hear back from your accountant and they tell you what you owe/are getting back In some cases, the accountant will say “you should [...]
We haven’t heard the term “bipartisan support” used too frequently as of late. However, the “Setting Every Community Up for Retirement Enhancement Act of 2019” (aka the SECURE Act) seems to be an exception to the rule. The SECURE Act was passed by the House of Representatives almost unanimously (417-3 in favor). At its very [...]
