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Resources

September 28, 2018

As a business owner, you likely have plenty on your plate. You have a business to run, perhaps a family to care for, and many other responsibilities that require your time. So, why should you consider pursuing Exit Planning? Can it help address issues relevant to you without eating into what little time you have?

Whether you’re thinking about exiting your...

February 27, 2018

Are you old enough to remember when the idea of claiming a valuation discount for gifts or sales of limited partnership interests was new and controversial? If you are younger (like 40-something) it may be hard to imagine but back in the day, gifts of limited partnership interests discounted in value based on lack of control, limited marketability, etc. w...

December 21, 2017

By Michael T Townsend

December 20, 2017

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party, nor should the analysis be considered tax advice.

Congress passed its sweeping tax bill on Dec. 20, paving the way for President Donald Trump to sign it into law....

December 15, 2017

By Collin Martin

December 13, 2017

As expected, the Federal Reserve raised the target range for its benchmark interest rate by a quarter of a percentage point at its December meeting, to a range of 1.25% to 1.5%. The increase in the federal funds rate—the rate banks charge each other for overnight loans—was widely expected by the markets.

However, the vote...

December 15, 2017

By Michael T Townsend

December 14, 2017

The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party, nor should the analysis be considered tax advice.

Republican leaders on Capitol Hill have reached a deal on a massive tax package that would cut the corporate tax...

December 12, 2017

By Schwab Newsroom

December 11, 2017

The economy and the stock market have been buoyant in 2017. Broad-based global economic growth and strong earnings helped push the S&P 500® Index up more than 17% by early December.1 The bull market is now deep into its ninth year.

Should investors look for more of the same in 2018? Or is the party nearly over?

Not quite y...

December 12, 2017

When taking important steps towards safeguarding your family's financial future, you want to pass on as much as you can. This article will outline how a deferred sales trust allows you to bequeath property without worrying about stepped up value.

While working to secure the financial future of your children or loved ones, it’s natural to worry about what w...

December 12, 2017

Selling property at a high enough value to incur capital gains tax makes some reluctant to begin the whole undertaking. This article explores one solution, the Deferred Sales Trust, as a method of keeping your money when making a high-value sale.

Trying to sell an asset that’s highly appreciated is a challenging venture, even when guided by experienced, co...

December 12, 2017

1031 and 721 exchanges can be tricky, and the risks associated with failure can be huge. This article will inform you how a Deferred Sale Trust can act as a possible precaution.

Performing a 1031 or 721 exchange can be a complicated process, and a positive outcome is often dependent on several moving parts aligning. Every exchange is different and will hav...

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