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Category Archives: Wealth Management

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Tax Loss Harvesting Strategies Should Be on Investors’ To-Do Lists

Tax Loss Harvesting Strategies Should Be on Investors’ To-Do Lists
Now is the time to take a good look at your taxable brokerage accounts to consider tax loss harvesting strategies for your portfolios.  Effective tax loss harvesting can help avoid capital gains taxes that will be due next year on April 15th.  Every investment portfolio has unrealized gains and losses.  The key to effective tax…
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Estate Planning Primer: No Plan Can Lead to Unintended Consequences

Estate Planning Primer: No Plan Can Lead to Unintended Consequences
Every individual has an estate, whether they manage their estate or not, certain rules apply which may result in unintended consequences, unless an estate plan is developed.  The transfer of one’s wealth is a both a selfless and selfish act. Perhaps like no other, being our final act.  The estate plan that is designed to…
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Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties

Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties
The Trade Priorities and Accountability Act of 2015 (H.R. Bill 2146), also known as the Defending Public Safety Employees’ Retirement Act, became effective December 31, 2015. The new tax law expanded the exemption for many federal public safety employees to include federal law enforcement officers, customs and border protection officers, federal firefighters, and air traffic…
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