Stableford Capital Insights

Will you be able to deduct moving expenses in 2018, and how will tax changes to mileage and reimbursements affect your tax preparation? For the best strategies in your 2018 tax preparation documenting and deducting, reach out to Stableford Capital tax specialists today.

Financial Planning in Insurance is an essential part of estate planning. It protects your family and your legacy in the case of death, and it can be particularly important for people of wealth or those with complex financial assets.

As you are strategically planning for your family’s future or dealing with an unclear financial situation after a sudden loss, who you work with matters. While experience and knowledge are always paramount, in this particular situation, empathy is what to look for in a financial planner

Economic data tells us that we are in the later part of the business cycle. How can Stableford Capital help you use active investing late in the business cycle to grow assets, while minimizing risk? Learn about the “Magnificent Seven” — the seven steps Stableford’s financial advisors take to maximize their clients’ outcomets.

Wondering if your small business will be affected by the tax law changes and need to modify your business entertainment expense policy? There are a few key strategies small businesses can employ to spend and document wisely in this arena, leading to strategically paying fewer taxes.

Concerned about the uncertainty of the market and how it impacts your specific wealth considerations? Here are key terms for financial planning and analysis every investor should know. Plus three key benefits to seeking out a financial consultant during a volatile market environment.

Is a top down, big picture investment strategy better than choosing specific bottom up investment options? Stableford Capital combines experience, a keen understanding of economic fundamentals and a fiduciary’s responsibility to put clients first to advise them to select the best investment options for their goals.

Stableford Capital addresses the “what is risk management” question clearly with a financial philosophy that limits risks to protect investments from “random” market conditions. Investment advisors adjust strategy to maintain low risk conditions, and limit the downside which is the key to asset protection.

If you file a tax return, you will be affected by the Tax Cuts and Jobs Act of 2017. This major tax reform makes changes across the board, from shaking up the seven individual tax brackets to classifying businesses. Those who will likely be affected most are business owners, since many of the 2018 tax updates change business tax preparation. Small business owners, including S corps and LLCs will be breathing a sigh of relief, while pass through organizations like consultants may be a less happy.

Taxes and tax laws may seem like a moving target as we move into tax preparation season. Once you get them down and file accordingly, the laws change and you have to adjust your plan. And that will once again be the case with the recent Tax Cuts and Jobs Act (Sec. 199A), which is the first major tax reform in over 30 years. Learn about the deduction conundrum and how to treat business income that’s passed on to you as an individual.