January 2020 Monthly Recap
The SECURE Act Signed into Lawby Anne Zavaglia, CFP® President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, into law December 20th. Included in the federal government’s recent spending, the SECURE Act is designed to help Americans increase and preserve their retirement savings. The provisions in …
Read moreDecember 2019 Monthly Recap
Nest Opportunity Fund The Team at Beacon Hill is proud to announce the launch of Nest. Nest is a positive impact investment fund with significant tax advantages. We invest in residential real estate located in America’s underserved communities. Nest Opportunity Fund is appropriate for accredited investors who have over $100k in capital gains realized in …
Read moreNovember 2019 Monthly Recap
Don’t Forget to Set Your Clocks Back! Daylight Savings Time ends this weekend, and it is time to “fall” back. Don’t forget to adjust your clocks back one hour on Nov. 3 at 2 a.m. and enjoy an extra hour of sleep! Is Now The Time to Refinance? If you have been considering …
Read moreAugust 2019 Monthly Recap
Protect Yourself from Fraud By Hayley Gillum Phone scams and cyber fraud are a serious threat in today’s world. It is important to us at Beacon Hil that we take the right steps to ensure the security of our client’s sensitive material. Read more! The Promise of Opportunity Zones Our own Clint Edgington, CFA …
Read moreThe Promise of Opportunity Zones
Described as a once-in-a-generation development incentive, the federally designated areas entice investors—both individuals and organizations—with the ability to defer, reduce or potentially altogether eliminate tax liability. Following the program’s formation under the Tax Cuts and Jobs Act of 2017, the Treasury Department has identified 8,700 severely distressed communities where the benefits are available, including more …
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