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Capital Perspectives September 2018

Tony Roth |
Investment Management

In the September issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth discusses how, despite the stock market’s continued positive performance, rising political and trade risks require a shift in portfolios. In Focus provides a look at growing levels of household debt—in particular, student loan debt—and what it indicates


Creative Trust Planning for Real Estate Investors and Developers

Donald P. DiCarlo Jr. |
Tax Reform
Real Estate Investor NC.jpg

Implement tax-advantaged trust strategies post tax reform. Tax reform has created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers. The creation of section 199A brings a new, advantageous deduction to those in the real estate business. From a strategic planning perspective, real estate investors, owners, and developers