by Glenn DiBenedetto | Jan 8, 2022 | Advisor Insights
Year-end planning could prove more challenging in 2021, given continued uncertainty over tax reform. Thesocial safety net and climate bill known as the “Build Back Better Act” (BBBA) has been tied up in egotiations for months, given competing priorities on when to... 
by Glenn DiBenedetto | Dec 17, 2020 | Advisor Insights
As we enter the last few days of 2020, we are encouraged by the introduction and initial deliveries of a COVID-19 vaccine yet remain in the midst of a new surge in the pandemic. The economic impact of the pandemic and election results have created unique but difficult... 
by Glenn DiBenedetto | Oct 5, 2020 | Advisor Insights
The federal lifetime gift and estate exemption stands at $11.58 million per person for 2020, but is set to revert to a base level of $5 million, plus inflation adjustments, in 2026. Last November, the Internal Revenue Service (IRS) issued final regulations clarifying... 
by Glenn DiBenedetto | Aug 7, 2020 | Advisor Insights
As we enter the dog days of August, we remain in the midst of the COVID-19 pandemic and extremely unsettled political times. The pandemic has resulted in unprecedented spending deficits by both state and federal governments. The economic impact of the pandemic and... 
by Glenn DiBenedetto | Aug 5, 2020 | Advisor Insights
The COVID-19 pandemic has caused sudden and unprecedented economic disruption to businesses and people around the world. Some businesses may have already been near the end of their life cycle pre-COVID-19 and the pandemic accelerated the difficulties and decline in...
