Don’t Tax Me

posted on January 30th 2018 in Market Commentary with 0 Comments

Don't Tax Me: January 2018 Market Commentary

“Don’t tax you, don’t tax me, tax that fellow behind the tree,” quipped Senator Russell Long, who chaired the powerful Senate Finance Committee from 1966 to 1981. Tax Reform is Here This past year, Halloween was barely over when House Republicans introduced their version of tax reform. Few observers thought such a massive undertaking could be signed […]

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Financially Navigating a Cross-Border Life

posted on October 4th 2017 in WorthPointe News with 0 Comments

As a U.S. citizen married to a non-citizen, or vice versa, you and your spouse may find yourselves asking big questions when it comes to estate planning and understanding the complexity of your financial picture. You’re not alone; it’s common for cross-border executives and their families to struggle with navigating tax law and regulatory restrictions. […]

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Hurricane Harvey Retirement Plan Loan Relief

posted on September 8th 2017 in Austin CFP Team Posts with 0 Comments

The IRS has just announced some relief for certain verification procedures for those needing to take hardship loans and distributions from their qualified retirement plans due to Hurricane Harvey. In IRS Announcement 2017-11, the IRS lays out the rationale and stipulations of the relief. There are specific restraints on what can normally be deemed a […]

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Financial Strategies for a Job Change

posted on January 11th 2017 in LA/OC CFP Team Posts with 0 Comments

It can happen to anyone. Suddenly, you are between employers. And you don’t know how long it will take to land your next job.   Especially in Orange County, where there is a thriving community of entrepreneurs, job change is common — and is not always predictable.   Even if you are voluntarily moving directly […]

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