by Susan Gerard | Dec 1, 2020 | Moneta's POV, News Room
2020 has been an unusual year to say the least. As we have adapted to “new normals” throughout our lives, following are some important changes to consider as the year closes for your tax strategy. Required Minimum Distributions (RMDs): One normal year-end...
by Daniel Kukla | Oct 23, 2020 | Coronavirus, Moneta's POV, News Room
5 Key Points on the Election, the Market and How it May Impact You This week Moneta hosted a webinar featuring respected thought leader and Washington insider, Greg Valliere, to address some of our clients’ most pressing questions about the upcoming election and its...
by Kelly Fortado | Oct 2, 2020 | Moneta's POV
Ordent Visuals / Shutterstock.com As financial planners during an election cycle, we often hear the concerns of our clients and how regulatory changes may impact their lives. These concerns have ranged from healthcare costs to business regulation to taxes. For this...
by Kelly Fortado | Sep 24, 2020 | Compardo, Wienstroer, Conrad & Janes, CWCJ Sticky, Estate Planning, Family CFO, Family Office, Moneta's POV, Tax Planning
By Benjamin Trujillo, Senior Advisor As we approach the 2020 national elections, we must prepare for the possibility of significant changes to national tax policy. Depending on which political party assumes control of the legislative and executive branches of our...
