Samantha Pahlow discusses year-end financial planning strategies on KOIN-TV.
Unique Year-End Financial Planning Opportunities in 2020
It has been a wild ride of politics, pandemics, and social unrest. As 2020 draws to a close, it’s time to review some typical year-end wealth planning reminders as well as ones that are unique to this year.
Wealth Management Insights: Ready, Set, Wait ...
Samantha Pahlow, CTFA, AWMA, discusses the proposed tax changes that could affect clients’ tax planning for 2021.
Q4 2020 Mid-Quarter Investment Strategy Update
On October 20, our firm hosted a mid-quarter Investment Strategy Update webinar presented by Chief Investment Officer, George Hosfield, CFA, and Head of Fixed Income, Brad Houle, CFA.
Wealth Management Insights Fourth Quarter 2020
As we enter the fourth quarter of 2020, we face significantly different tax policy proposals from our presidential candidates. Developing a comprehensive gift, estate and income tax strategy in concert with your tax and legal advisors, but waiting until after the outcome of the election, may be prudent.
Important 2020 Tax Season Reminders
Federal and states governments are working hard to provide support and relief to taxpayers during the COVID-19 global pandemic. One element that will ease the burden on taxpayer cashflow is the delay in due dates for filing and paying your 2019 taxes.
Hit by Cupid’s Arrow but Not Tying the Knot? Tips for Unmarried Cohabiting Couples
Have you been hit by Cupid’s arrow but you’re not ready to tie the knot? An increasing number of couples are moving in together before marriage, or don’t plan on getting married for any number of reasons. What many couples who move in together don’t realize is that their assets could be at risk in ways they don’t imagine.
'Tis the Season for Year-End Financial Planning
Time seems to move faster as we approach the holiday season. Beyond the festivities, there are a number of year-end considerations that could potentially optimize your 2019 tax liability.
Protect Yourself from Tax Scams
Each year, the IRS issues its annual “Dirty Dozen.” This is a list of top scams that taxpayers should be aware of, along with information on how to spot, avoid and report them.