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Tax Increases on the Horizon

President Biden has been a proponent of raising taxes on those earning more than $400k per year. This is in addition to reverting the Estate and Gift Tax rates to pre – 2009 levels, when tax rates were 45% and the exemption amount was $3.5mill per individual.  The President also supports eliminating the step-up in …

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April 2021

Monthly Market Recap from Clint Edgington, CFA The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains of +545k being revised up by 156k more jobs.  March’s non-farm payroll employment shot up by another 916k jobs to move the unemployment rate down by 6%.  …

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Real Estate for Income and Diversification

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is the potential for a consistent income stream and greater portfolio diversification. Of course, like all investments, REITs also have risks and downsides. Pooled Property Investments An equity REIT — the …

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Is Your Home Office Also a Tax Shelter?

The pandemic ushered in the age of video meetings, providing a glimpse into many kinds of home workspaces. For many workers, a dedicated home office became more important than ever in 2020, though not everyone will get a tax break for having one. A Perk for Business Owners Only self-employed workers, independent contractors, and partners …

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Should You Convert Your Term Life to Permanent Life Insurance?

Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die during the term of the policy. When you live longer than the term of coverage, nothing is paid, as there is no cash surrender value. Permanent life insurance provides protection …

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