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Articles

STA Weekly Report – Is Listed Infrastructure a Business Cycle Opportunity?
INSIDE THIS EDITION:Is Listed Infrastructure a Business Cycle Opportunity?An Employee Stock Ownership Plan (ESOP) is a Tax-Smart Business Strategy Weekly Snapshot of Global Asset Class Performance401k Plan Manager When economic growth slows, listed infrastructure has proved resilient. As the chart below shows, Global Infrastructure has historically outperformed Global equities in both late- and recessionary stages […]
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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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STA Weekly Report – When Reliance on Central Banks Dominates the Market
INSIDE THIS EDITION:When Reliance on Central Banks Dominates the MarketEmployee stock ownership plan is a tax-smart business strategy401k Plan Manager The markets are a strange place today. In 2018, most asset classes finished the year in negative return territory, with money market and short-term bonds being the exception. Negative Foreign Yields Lead Treasury Yields Lower […]
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STA Weekly Report – Risk-On Equities, Rate Cuts and Your Portfolio
INSIDE THIS EDITION:Risk-On Equities, Rate Cuts and Your Portfolio1033 Exchanges: Tax Relief for Involuntary Conversions due to Fire, Theft, Natural Disaster, Eminent Domain, Seizure and Condemnation 401k Plan Manager This week has seen the S&P 500 in full risk-on mode as concerns over US-Mexico trade abated over the weekend. Coupled with expectations that the Fed […]
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STA Weekly Report – Bonds: Do We Expect a Massive Wave of “Fallen Angels”?
INSIDE THIS EDITION:Bonds: Do We Expect a Massive Wave of “Fallen Angels”?1033 Exchanges: Tax Relief for Involuntary Conversions due to Fire, Theft, Natural Disaster, Eminent Domain, Seizure and Condemnation 401k Plan Manager In fixed income, a fallen angel is an investment bond (rated BBB- or higher) that is downgraded to a junk rating (BB+ or […]
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1033 Exchanges: Tax Relief for Involuntary Conversions due to Fire, Theft, Natural Disaster, Eminent Domain, Seizure and Condemnation
Authored By:  Scott Bishop, CPA/PFS, CFP® and Michael Churchill, MSPA, CPA Understanding the tax benefits of using Code Section 1033 of the Internal Revenue Code can help a taxpayer to defer what otherwise would have been a recognized gain due to an involuntary conversion of their property.  A commonly used “cousin” to the 1033 exchange […]
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