Categories
Tax Efficiency, Current Events

A Look Back on 2019

It’s been an incredible decade in the US stock market that was capped off by a 2019 which saw returns on the S&P 500 exceed 30%. While US large companies led the way, but just about every asset class produced strong returns for investors.

Categories
Tax Efficiency, Current Events

Early Fall Update To The Trump Tax Plan

Once again, the President and several officials placed in charge of revamping the US tax code have released an outline for what they hope tax reform will accomplish this year. And once again, it is short on crucial details that would let us know the exact ramifications of the policies they aim for. You may  remember that I have released thoughts on prior developments in the Trump tax plan back in December and May. Despite the latest release, constituting nine pages of information compared to the one-page outline released in April, there isn’t a lot of new information here. However, a few of the suspected aims of this tax plan seem to be coming into better view.

Categories
Tax Efficiency, Current Events

Trump Tax Plan Revisited

This article is based on information released in April of 2017 concerning the Trump Administrations plans for tax reform. For analysis concerning information released in September 2017, click HERE.

Categories
Tax Efficiency, Current Events

Possible Income Tax Reform & The Trump Tax Plan

This article is based on information released in December of 2016 concerning the Trump Administrations plans for tax reform. For analysis concerning information released in September 2017, click HERE.