By William Beynon & John Walker - In Part 1 of this discussion, we looked at the tax nature of gifts. We reviewed various types of assets to give and their taxable repercussions. We defined a gift in taxable terms as giving[…]
POSTED ON
March 31st
- POSTED IN
Gift Tax,
IRS,
taxable gifts
By William Beynon & John Walker - As we speed through tax season, I have been a part of several discussions centering on gifts. Many of the families we work with routinely give and I think there is a special part of human nature that[…]
POSTED ON
January 31st
- POSTED IN
Thinking About the Future,
U.S. Dollar,
CWA,
Family and Money,
RIA,
Roth Conversions
By William Beynon & John Walker - As we all open a fresh calendar, many folks are looking at their resolutions and trying to lay out their plans for this year. Plans for travel, philanthropy and home renovation projects are high on[…]
POSTED ON
December 21st
- POSTED IN
Thinking About the Future,
Family and Money,
financial advice
By William Beynon & John Walker - I have had the pleasure of working with many colorful people and families. It would be impossible for me to ever give back as much as I have learned from the good folks I work with. Until very[…]
POSTED ON
November 9th
- POSTED IN
Gold,
Thinking About the Future,
U.S. Dollar,
CWA,
gifts,
Family and Money
By William Beynon & John Walker - Warren Buffett, the “Oracle of Omaha”, says “Gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it.[…]
By William Beynon & John Walker - The industry agrees that the best portfolios are diversified right? What does diversified mean to you? For most, it means a portfolio of securities like stocks and bonds. In an effort to mitigate[…]
POSTED ON
August 31st
- POSTED IN
Grantor Retained Annuity Trust,
beneficiary,
trustee,
trust
By William Beynon & John Walker - Recently John was in a financial planning session with a family where he recommended some trust and estate work. John laughed with his clients when they said, "if we trust our family why do we need a[…]
POSTED ON
July 22nd
- POSTED IN
Cycles,
GRAT,
tax loss harvesting,
CWA,
gifts,
Roth IRA,
Grantor Retained Annuity Trust
POSTED ON
June 23rd
- POSTED IN
estate planning,
John Walker,
probate,
end of life
By William Beynon & John Walker - In our last article, Incapacity, John Walker shared his personal experience of his parents needing to procure legal documents. The truth is, no matter your background or experience, it can feel[…]
POSTED ON
May 10th
- POSTED IN
estate planning,
incapacity,
John Walker
By William Beynon & John Walker - As our company has grown over the years, we have added wonderful members to our CWA Family. Our advisors and operation team members work hard to provide exceptional service to our clients.