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This week’s market report will be in an abbreviated format as I am currently out of town. However, I will have a full newsletter for you next week.
INSIDE THIS EDITION:
The Anatomy of a Share Buyback
Tax Planning for 2018 and Beyond – Especially the Impact on Retirees and Small Business Owners
401k Plan Manager
The Anatomy Of A Share Buyback
A share buyback is when a company buys back shares of its own stock. As we have mentioned, buybacks are at a record high so understanding the anatomy of how a share buyback works can be helpful to understand what companies are doing with available cash but also to see how buybacks can affect underlying earnings per share results.
Tax Planning for 2018 and Beyond – Especially the impact on Retirees and Small Business Owners
Scott Bishop, Executive Vice President of Financial Planning for STA Wealth Management hosts a special edition of STA Money Hour with STA Wealth’s newest Financial Planning team member, Mike Churchill, CPA. Before joining STA Wealth, Mike was a Tax Manager for ABIP CPAs.
On today’s show, MIke and Scott covered many important and timely tax planning topics related to the Impact of the Tax Law Changes in the 2017 Tax Cuts and Jobs Act as they relate to Retirees and to Owners of Small Business. Many of these Retiree topics are also discussed in the Retirement Survival Guide as well. Here are some of the strategies discussed on the show:
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Financial Planning and Investment Advice offered through STA Wealth Management (STA), a registered investment advisor. STA does not provide tax or legal advice and the information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
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