Debunking the Myth that Life Insurance Proceeds are Always Tax Free
Life insurance can be an effective part of estate planning, and can provide a significant benefit to a decedent’s surviving family members.... Read More
The Basics of a 1031 Exchange
Here, we discuss a Section 1031 Exchange used for investment or business purposes (note: this is not applicable if used as a primary... Read More
Extension of Mortgage Debt Relief Act 2014
Great news! Congress has (finally) passed a package of tax extensions approved by the U.S. House and Senate — currently headed to... Read More
‘Fiscal Cliff’ Update: Senate Deal Keeps Most Tax Cuts
The White House and Mitch McConnell have reached a tentative deal early New Year’s Day. The measure would raise taxes by about... Read More
Fortis Group University: IRA Investments
There are three types of retirement accounts (Traditional IRAs, Roth IRAs, SEP IRAs) with different contribution, tax and distribution characteristics. We will... Read More
Will the Central Banks cancel sovereign debt?
The FT (Financial Times) today has a dynamite article with the abovementioned title by Gavyn Davies, Chairman of Fulcrum Asset Management. As... Read More