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…
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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…
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…
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…
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…
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…
In any family business, conflicts and disagreements can erupt between family members for any number of reasons, or for no reason at all. One of the most predictable reasons for…
For Immediate Release Media Contact: Chris Fiscus (602) 254-7312; ChrisFiscus@mosesanshell.com PHOENIX, January 18, 2011 – WealthPoint, LLC, a leading provider of succession, exit and wealth transfer planning to affluent clients throughout the…
For Immediate Release Media Contact: Marissa Hopkins, (480) 217-2909; marissa.lynn.hopkins@gmail.com PHOENIX [Oct. 13, 2010] – WealthPoint LLC, a provider of succession, legacy and life insurance planning to high wealth clients…
Members of Congress are back in legislative session this week after their lengthy summer recess. A plan to reinstate the estate tax has yet to take shape, but the…
