News
Subscribe to this pageEstate Tax After the Fiscal Cliff
Tuesday, April 16, 2013
After threatening to go over the fiscal cliff, the gift tax, estate tax, and generation-skipping transfer (GST) tax have come in for a soft landing. FineMark explains the extended provisions.
Quarter 1 Market in Review
Tuesday, April 16, 2013
The first quarter was a very impressive start to 2013. The Dow Jones Industrial Average and the S&P 500 indexes both eclipsed their previous highs from 2007. The US markets...
IRA Contributions
Friday, March 15, 2013
There's still time to make a regular IRA contribution for 2012! You have until your tax return due date (not including extensions) to contribute. For most, the deadline is April 15, 2013.
Market Month in Review - February
Friday, March 15, 2013
Continued improvements in economic data seemed to trump any investor anxiety about the impending package of budget cuts known as the sequester.
Interest Rates and Estate Planning
Friday, February 15, 2013
Interest rates are at or near historic lows. How does that affect the use of certain interest rates to value items used in estate planning?
Market Month in Review - January
Friday, February 15, 2013
Domestic equities soared after Congress struck a fiscal cliff deal in the wee hours of the new year, and those who believe that January suggests something about the rest of 2013 were rejoicing.
Q&A: Social Security
Friday, February 15, 2013
Whether you're close to retirement or years away from receiving Social Security benefits, you may not know much about the intricacies of this important program...
American Taxpayer Relief Act Provisions
Wednesday, January 16, 2013
The American Taxpayer Relief Act of 2012 (ATRA), enacted to avoid the fiscal cliff, includes a provision that extends tax-free charitable contributions from IRAs through 2013.
Annual Market Review of 2012
Wednesday, January 16, 2013
For all the head winds faced in 2012, most of the major market indices posted positive gains. A total return of 16% for the S&P 500 was welcome after an essentially flat 2011.
IRA & Retirement Plan Limits for 2013
Monday, December 17, 2012
The maximum you can contribute to a Traditional or Roth IRA in 2013 increases to $5,500 (or 100% of your earned income, if less). The catch-up contribution for those 50 or older remains at $1,000.
Year-End Chartiable Giving
Monday, December 17, 2012
Charitable giving can be enhanced using income tax deductions, and so it can be much more effective when it is included as part of year-end tax planning.
Post Election Review
Friday, November 16, 2012
Today's post-election political landscape looks a lot like the pre-election political landscape. The issues haven't really changed; what has changed, is the amount of time left to deal with these issues.
The Fiscal Cliff
Friday, November 16, 2012
The "Fiscal Cliff" has been used to describe expiring tax breaks; the imposition of new taxes on high-income individuals; and automatic deficit-reduction spending cuts scheduled to take effect in 2013
Quarterly Market Review, July - September
Tuesday, October 16, 2012
The domestic stock markets had another strong run to end the 3rd quarter. The Federal Reserve Open Market Committee announced another round of quantitative easing via a $40 billion a month...
2012
- 10/16/2012 - The Investment Tax Landscape
- 09/17/2012 - Did You Know...
- 09/17/2012 - Time Running Out for Large Gifts in 2012?
- 08/10/2012 - Market Month in Review - July
- 08/10/2012 - The Future of Federal Estate Tax
- 07/17/2012 - Did You Know...
- 07/17/2012 - Electronic Social Security Checks
- 07/17/2012 - Quarterly Market Review, April - June
- 06/18/2012 - Income Tax Planning
- 06/18/2012 - Market Month in Review - May
- 06/06/2012 - FineMark Joins Allpoint ATM Network