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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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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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Ed Slott Forward for Retirement Survival Guide
  If you haven’t done it yet, check out and download our Retirement Survival Guide – Just Updated for 2017.If you need more encouragement, see what Ed Slot said about the Guide in the forward below. If you want to hear more about what is in the Retirement Survival Guide, check out a recent STA Money Hour where 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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STA Wealth Management – Portfolio Stress Test
  STA Wealth Management – Portfolio Stress Test By Scott Bishop, MBA, CPA/PFS, CFP® Partner and Executive VP of Financial Planning Although the markets have had a nice run since bottoming in March of 2009 (after the 2008 Global Crisis – see chart below), many are feeling that they are due for a correction based Read More
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Hurricane Disaster Tax Relief (Hurricane Harvey)
  In a four-week period, the United States was struck by three Category 4 hurricanes. The resulting damage is staggering. As humanitarian relief efforts continue, new legislation provides tax relief for those affected by the storms. Additional tax relief provisions have been announced by the IRS. Disaster Tax Relief Act of 2017 The Disaster Tax Read More
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