by newcente | Jan 29, 2018 | Blog, Business Planning, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New
January 29, 2018. By Courtney Summa: As tax season is now upon us and with some deadlines mere months away, we understand the importance of delivering the tax documents related to your Centerpoint accounts and portfolios in a timely manner. Additionally, we are happy...
by newcente | Jan 9, 2018 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
January 9, 2018. By Ashley Agnew: As part of our services, we often quarterback the coordination of tax and estate planning professionals on behalf of our client’s needs. This includes but is not limited to: retitling of accounts, annual gifting execution and...
by newcente | Jan 3, 2018 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New
January 3, 2018. By Lori Patterson: IRA (Individual Retirement Account) owners have the option of listing one or more beneficiaries and the percentage of the assets they will leave to each heir. Depending on the relationship of the owner and the beneficiary of the...
by newcente | Dec 20, 2017 | Blog, Firm Events, In The News, Tax Planning, Uncategorized, What's New
December 20, 2017. By Ashley Agnew: At the end of each year, we coordinate a charitable initiative to support a cause that is important to us as a firm. Throughout the holiday season, we raise awareness and support for that singular charity via our communication...
by newcente | Nov 30, 2017 | Blog, Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
November 30, 2017. By Mark Barry: As we near the end of 2017, Washington’s efforts to pass tax reform legislation have dominated headlines, with Congress working on the final iterations of the Tax Cuts and Jobs Act. A central piece of the Trump administration’s...
by newcente | Nov 9, 2017 | Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New
November 9, 2017. By Jennifer Wolfsberg: Veterans Day is a reminder to reflect upon and thank those who have so bravely served our country. With past and present service members in our own firm and families, the holiday carries both feelings of pride and respect in...
