Tax Planning Considerations in an Election Year

Thomas Kelley, CPA, CFP®, AEP® |
Emerald GEMs

September 29, 2020, GEM 22—With this being an election year, three potential tax scenarios could affect your year-end planning efforts. First, consider the tax laws that President Trump instituted in 2017 under the Tax Cuts and Jobs Act, then look at the older tax provisions that are still in effect, and finally consider how your planning might be affected by the tax proposals put forth by Democratic presidential candidate Joe Biden.

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Episode 18: Out of (Small) Business?

Tony Roth |
Wilmington WealthWise with Tony Roth

September 21, 2020—Small business revenues and the number of small businesses open are both down roughly 19% since January. And safety concerns in light of COVID-19 have escalated the crumbling of brick and mortar stores, moving more shoppers to the virus-free realms of online shopping.

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Revocable Trusts May Play a Role in Your Estate Plan

Alvina H. Lo |
Emerald GEMs

September 22, 2020, GEM 21 — When contemplating your estate plan, you may wonder whether you should have a revocable trust, also known as a living trust, in addition to your will. The answer may depend on your net worth and the nature of your assets. Generally, the more assets you have, and the more complicated they are, the more you may benefit from a revocable trust.

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