Investors have an unprecedented opportunity to transfer wealth to future generations free of gift and estate taxes, provided they act before the end of 2012. By using a trust and taking advantage of unusual investment opportunities, the gifted assets can grow free of income taxes as well as estate taxes, providing an even greater legacy for heirs in future years. This white paper explains how investors can take advantage of this new opportunity.
The federal budget deficit is projected to reach a new high in 2011, exceeding even the record deficits of recent years. The high deficit may portend ominous consequences for the economy and the government’s ability to continue to function in its present state. But it also provides opportunities for investors. This white paper describes the extent to which Washington is likely to address the federal budget deficit and how investors can profit from -- or at least blunt the negative effects of -- the current fiscal situation.
Andy discusses the impact of the new tax law on individuals and families.
Jeff updates an audience on the new normal that is Washington D.C., status of the healthcare debate, fiscal realities facing our country, tax reform and the opportunities that tax changes may present investors.
POTUS seriously exploring executive action as a solution to stalled Round 4 talks. Focus is on eviction moratorium, unemployment benefits extension & suspension of payroll taxes. Asks agencies to advise him re monies not spent from CARES Act.
By driving up Democrat mail-in balloting, ballot rejections could provide a slight tailwind for Trump due to higher failure rate and low correction rate vs in-person.
Black voters not as trusting of mail-in.
No significant Round 4 negotiation progress made over the weekend.
With the absence of legislative progress, rumors of Trump taking executive action begin. Hint, his authority is mostly limited.