Again, we think investors should be wary of most US stocks and bonds going into 2018.
Tax reform is no simple matter.
We are living in a very volatile financial environment.
Regardless of who wins the White House, Camarda thinks that across the board tax hikes will painfully erode the wealth of readers of this space soon, and worse in years to come, and that astute tax planning has never been more important.
Powers of attorney – the legal document you sign giving another (like a trusted child) the right to act on your behalf as it they were you – are not the magic bullets many people think they are.
Since last year, the Treasury Department has been working on new rules that are designed to thwart a very mainstream practice used for decades to reduce estate tax, called discounting.