December 2019

How to Save Millions on Your Personal Tax Return with this Loophole

December 27, 2019Posted in Asset Management, Financial Planning, Tax, Wealth ManagementWritten by Mark BaroneLeave a comment
Young people discussing personal tax returns at computer desk in office - Stableford

Big news for small business—if you have shares of stock in a company valued at less than $50 million, you might be eligible to exclude over $10 million in taxes when sold. Qualified small business stock, or Section 1202 stock, can save you millions on your personal tax return. If you suspect you have left millions of dollars on the table at tax time, talk to an experienced accountant about using this exclusion next year or pursuing an amendment for a refund. Among our many integrated advisory services, Stableford Tax offers Tax Planning to help evaluate potential exclusions such as this on personal tax returns.

Which is Best: Index Fund Investing Strategy or a Stock Investing Strategy?

December 18, 2019Posted in Asset Management, Financial Planning, Investment, Investment Strategy, Wealth ManagementWritten by Andrew BrinkmanLeave a comment
Man sitting at desk talking with woman financial adviser

Not all investment strategies are created equal, or yield the desired high returns with low risk. While an index fund investing strategy may be appealing in its ease of use and promised diversification, there are often hidden downsides. Index funds alone may not be the most efficient way to grow your wealth. Here we evaluate the different benefits of investing in index funds versus single stocks, as well as the often unforeseen pitfalls of mutual funds.

Year-End Tax Planning for Family Office Wealth Management

December 11, 2019Posted in Asset Management, Financial Planning, Investment, Investment Strategy, Wealth ManagementWritten by Mark BaroneLeave a comment
multigenerational family walking on beach for family office wealth management blog

Family office wealth management helps you plan ahead for upcoming taxes, as well as significant life changes before they happen. As your family office partner, Stableford is by your side through the good and bad events, advising on the best tax planning strategies to protect your family’s wealth. Ultra high-net-worth families are especially prone to major effects of change, so it’s important to be prepared. That is simply part of our integrated advisory approach.

Stableford