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Portfolio Stress Test
  STA Wealth Management – Portfolio Stress Test By Scott Bishop, MBA, CPA/PFS, CFP® Partner and Executive VP of Financial Planning In November of 2017, I wrote the article suggesting that it may be time for you to perform a “Portfolio Stress Test”.  Many of our newsletter readers were a little worried that the Bull Read More
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STA Money Hour – Special Episode on Business Exit or Succession Strategy – Getting YOUR Deal DONE!
On February 9th, 2018, a special edition of the STA Money hour will air where Scott Bishop will be talking to Vibhu Sharma, who successfully sold his software and consulting company.  For those of you that are business owners that have not gone through this process, or are looking at a succession plan, this episode Read More
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Tax Cuts and Jobs Act: Impact on Businesses
Written by Scott A. Bishop The Tax Cuts and Jobs Act, a $1.5 trillion tax cut package, was signed into law on December 22, 2017.  We recently wrote this linked article summarizing the overall tax breaks and how they may impact you.  However, the centerpiece of the legislation is a permanent reduction of the corporate income tax Read More
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Happy Anniversary Roth IRA – and Tax Changes to Disallow Recharacterization starting 2018
Happy Anniversary Roth IRA – and Tax Changes to Disallow Recharacterization starting 2018 By Scott A. Bishop, CPA/PFS, CFP® Most people know that 2018 starts a year with a brand new tax law (some of the highlights can be found in this linked summary).  However FEW know that it is the 20th anniversary of the Read More
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New Year’s Resolutions – Get Your Finances in Order.
  Many of you made new year’s resolutions to eat healthier, lose weight and be better to your family.  For those of you reading this newsletter, I bet you at least thought about making some Financial “New Year’s Resolutions”.  Your friends at STA Wealth want to help you reach your financial resolutions and goals.  I Read More
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Tax Cuts and Jobs Act
  Tax Cuts and Jobs Act The Tax Cuts and Jobs Act legislation has been passed by Congress and awaits the president’s signature. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for 2018. Many individual tax provisions sunset and Read More
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STA Wealth Management – Leaving Your Legacy:  Business Succession Planning
Leaving Your Legacy:  Business Succession Planning At STA Wealth, many of our clients are owners of small and closely held businesses.  For those clients, we believe it is very important that their financial plan incorporates their ultimate Business Succession Plan and/or Exit Strategy.  For many business owners, their business is one of their largest assets.  Read More
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Make Charitable Gifts by Year End to Lock-In Deductions Now
This is the season for charitable giving. And this year, it is especially so for those who want to get the most tax benefit from charity deductions before the new Tax Cuts and Jobs Act becomes law. The Act effectively reduces the tax-saving value of the charitable contribution deduction for many. With that in mind, Read More
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The Family Limited Partnership: The What, The Why, and The How
The Family Limited Partnership: The What, The Why, and The How By Scott A. Bishop, MBA, CPA/PFS, CFP® and Stephen Kirby, JD WHAT IS A FAMILY LIMITED PARTNERSHIP? A Family Limited Partnership (FLP) is created and governed by state law and is generally governed by state law and generally is comprises two or more family Read More
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Checklist for Year-End Tax Planning
  Status of Republican Tax Bill: The republicans still have not passed a “Tax Reform” bill.  If the past is any indication, it may not happen until after the new year.  However, that does not excuse you from proper year-end tax planning as some things cannot be done after the end of the calendar year Read More
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