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The Connelly Decision and the Impact on Planning for Business Owners
Presented by: Kim Boston, CLU® Description: This article provides a high-level overview of the United…
Read More →Wealth Transfer Under the Biden Tax Plan
President Joe Biden is proposing to eliminate “stepped-up basis” on property transferred at death. Under…
Read More →The House considers impeachment: Where do we go from here?
Since the beginning of 2019, we have predicted, correctly, that actions in Washington would bring…
Read More →Congress Returns with a Full Agenda: What to Watch for in the Markets
Congress returns to Washington in June with only seven weeks to work before leaving again…
Read More →ACA Replacement and Market Reaction
Earlier this month, the Republicans issued their plan to replace the Affordable Care Act (Obamacare).…
Read More →A New Administration in Washington: What Tax Changes are in Store This Year?
For the first time in thirty years, enactment of comprehensive tax reform legislation is a…
Read More →Initial Thoughts on the Presidential Election
Last week, America witnessed the conclusion of one of the most talked about elections in…
Read More →Election Day and the Markets
A number of weeks ago – before the release of the Access Hollywood tape that…
Read More →The Candidates and the Markets: How Would Clinton or Trump Govern?
As the personality-fueled presidential campaign rages on, little time has been spent on how a Clinton…
Read More →Government funding and tax extenders legislation affects investors
After weeks of negotiations, Congress reached agreement on a bipartisan bill to fund the government…
Read More →Another government shutdown?
Congress returns from recess next week facing a month-end deadline to fund government operations for…
Read More →Obamacare upheld again: Consequences for Business Owners and Investors
Last week the Supreme Court ruled that all qualifying Americans are…
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