Latest Content

Getting the Facts Straight: Using the 199A Deduction

Alvina H. Lo |
Tax Reform
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An overview of an important presentation at the 53rd Annual Heckerling Institute on the new IRC 199A deduction.IRC §199A is a new income tax deduction from the 2017 Tax Cuts and Jobs Act which, if applicable, offers a maximum 20% deduction on qualified business income from pass-through entities.If the deduction is applicable, it can represent a significant tax savings for clients.

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Making Your Charitable Estate Plan Great Again

Carol G. Kroch |
Tax Reform
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An overview of an important presentation at the 53rd Annual Heckerling Institute on tax saving strategies when making charitable gifts.As a result of the 2017 Tax Cuts and Jobs Act, the estimated number of itemizers has dropped from 37 million to 16 million.This is largely due to the $10,000 cap on the state and local tax deduction and the increasedstandard deduction.

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The Fourth Industrial Revolution: Digital, data, and debt disruption

Tony Roth |
Investment Management
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Our 2019 forecast for markets, economies, and portfolios.Horizontal digitization of technology across economic sectorsLabor productivity’s race against the clockRates and the global debt super cycleTwenty years ago, MSCI and S&P Dow Jones indices developed the Global Industry Classification Standard and defined sectors and industries for the equities market more or less as we know them today.

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