WealthPoint Wisdom

Ryan Barradas is scheduled to speak at the CFO Playbook West for Private Companies confernce being held in San Francisco, CA.  Succession planning and the CFO http://www3.cfo.com/pbw13/agenda

For Immediate Release Media Contact: Chris Fiscus (602) 254-7312; ChrisFiscus@mosesanshell.com PHOENIX, February 13, 2013 – WealthPoint, LLC, a leading provider of succession, exit and wealth transfer planning to affluent clients throughout the U.S., announced today they are making their proprietary financial modeling tool, IV™,  available to their legal, tax and wealth management partners for use [...]

Happy New Year.  We begin this year as we ended the last – approaching another cliff.  To start the year off right, Andy Friedman appeared yesterday on CNBC to discuss the ramifications of the fiscal cliff compromise.  You may access the segment by clicking here.

As we wish you and your family a Happy New Year we’d like to provide you with some insight into the most recent tax legislation affecting your family and business.  Congress passed the American Taxpayer Relief Act early Tuesday morning enacting tax hikes to the wealthiest Americans while extending other pro-business tax incentives. The act’s [...]

Market Trend: Beginning in 2013, a new 3.8% Medicare tax will apply to certain investment income, and income taxes generally may increase if the Bush tax cuts expire. Thus, individuals could have difficulty structuring their financial affairs in a tax efficient manner given the current uncertainty regarding future tax rates. Synopsis: Owners of traditional IRAs [...]

A new excerpt from Andy’s speeches, added to the front page of his website, discusses his current thinking on the likely Congressional deliberations over the extension of the Bush tax cuts at year end.  You may access the video by clicking here.

The Washington Update from Andy Friedman Roth IRA conversions:  Tax rates are likely to rise at year end as Washington considers whether to permit some or all of the Bush tax cuts to expire.  On the other hand, tax reform efforts in 2013 could reduce rates.  Fluctuating tax rates provide an interesting arbitrage opportunity for [...]

The Washington Update from Andy Friedman The Supreme Court has now upheld the individual mandate, the controversial part of the health care reform law (The Patient Protection and Affordable Care Act) that requires individuals to carry health insurance.  At the same time, the Court struck down the requirement that states expand their Medicaid coverage to [...]

How might a significant increase in the dividend tax rate at year-end affect the values of dividend-paying stocks? In his budget released last February, President Obama changed his position and proposed allowing the dividend tax rate for families with income above $250,000 to rise in 2013 to the ordinary income tax rate, rather than to [...]

If the Supreme Court rules that the health care reform law is unconstitutional, will the new 3.8% tax on investment income nonetheless take effect next year? Last month, the Supreme Court heard oral arguments on the constitutionality of the health care reform law’s “individual mandate”, which requires Americans to have health insurance or pay a [...]