Stableford Capital Insights

Amidst the largest wealth transfer in the history of the United States—as the Baby Boomers begin to transition wealth to younger generations—the lifetime estate, gift, and generation-skipping transfer exemption (i.e., the amount that can be gifted during life or distributed after death tax free) is set to be cut in half.

Entrepreneurs and small business owners can use these five tax tips for the self-employed to help you save the most on taxes. Making strategic purchases, automating bookkeeping, and taking advantage of deductions can all provide better personal tax returns. A tax professional like those at Stableford Capital can simplify the process and find additional ways to save.

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.

On the heels of the Tax Cuts and Jobs Act, and as the new year approaches, the IRS has published changes to contribution limits for the tax year 2019, reaffirming that change is inevitable. Understanding the changes made to tax laws as they happen should be an essential part of your tax planning strategies. Stableford Capital’s tax services can help prepare you to comply with the changes and maximize the benefits of your personal tax return or business tax preparation – it’s not what you make, it’s what you keep.