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Articles

Caring for your Aging Parents
Mom? Dad? We need to talk Later this month I will be hosting a very important episode of the STA Money Hour with author and Journalist Cameron Huddleston.  I have been interviewed by and hosted past STA Money Hour shows with Cameron in the past on “Money Worries”.  This issue is near and dear to me […]
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Top 10 Tax Planning Ideas for 2019
As many of you know, I enjoy providing helpful tips for our newsletter and website.  I was on an AICPA Webinar hosted by Robert Keebler, CPA/PFS and he shared some great tax planning ideas for 2019.  Given that the Tax Cuts and Jobs Act of 2017 has some sections that are permanent and some that are temporary, I […]
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STA Weekly Report – Key Investment Themes for the Remainder of 2019
INSIDE THIS EDITION:Key Investment Themes for the Remainder of 2019Bond Yields PlungeWeekly Snapshot of Global Asset Class PerformanceTop 10 Tax Planning Ideas for 2019401k Plan Manager The US is officially in its longest economic expansion in history. In fact, it has now posted 121 consecutive months of growth following the Great Recession, breaking the record […]
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CBO Report Looks at Effect of Raising the Federal Minimum Wage
The federal minimum wage (FMW), currently $7.25 per hour, hasn’t increased since 2009—the longest stretch with no federal increases since 1938, when the minimum wage was created. Several presidential candidates as well as proposed House Bill H.R. 582, Raise the Wage Act, would raise the FMW. What effect would a wage increase have on wage […]
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Employee Stock Ownership Plan (ESOP)
Written By: Scott A. Bishop, MBA, CPA/PFS, CFP® What is an ESOP? An employee stock ownership plan (ESOP) is a type of qualified defined contribution plan that you can use to help fund your employees’ retirement. An ESOP can be a stock bonus plan, or a combination stock bonus plan and money purchase pension plan. […]
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An Employee Stock Ownership Plan (ESOP) is a Tax-Smart Business Strategy
Written by: Scott A. Bishop, MBA, CPA/PFS, CFP® As the baby boom generation of business owners approaches retirement, more and more are interested in selling or otherwise cashing out of their businesses. In the 1990s this could have been accomplished through roll-ups, initial public offerings or sales to industry consolidators. However, in the post-9/11, post […]
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IRS Issues Annual List of Tax Scams
The IRS recently issued its annual list of tax scams.  The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season.  Here are some of the scams that are highlighted on the list. At STA Wealth, we want to help you avoid being a victim of these scams! Phishing […]
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How to Choose Your Best Pension Annuity Option
Executive Summary In 2017, we wrote an article for STA clients titled, “How Do You Maximize Your Pension Plan.” In that article we shared an in-depth white paper on many things to consider when optimizing your pension plan in coordination with your financial plan. Please refer to the article for a full discussion regarding: Choosing […]
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November is National Family Caregivers Month
November is National Family Caregivers Month By presidential proclamation, November is National Family Caregivers Month. Each day, parents, children, siblings, and spouses selflessly sacrifice their time and energy to care for family members affected by illness, injury, or disability. Caregiving can exact an emotional, physical, and financial toll. It is important for caregivers to know […]
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Using Options in Your Financial and Investment Plans
Introduction The trading and tax rules for options are complicated, to say the least. The knowledge needed to truly understand options before starting to trade them or use them as a planning tool are also complicated.  In terms of tax ramifications, the tax consequences of an options transaction depends on many factors, including the investor’s […]
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