For investors, understanding how your retirement tax planning and tax-smart investment strategies are positioned for potential reforms offers peace of mind and a more secure path forward.
November 11, 2021 - Tis the season for charitable gifting, and Wescott's team of financial and tax planning experts has all of the best strategies and information to help you maximize the benefit of your donation.
What should high-net-worth and ultra-high-net-worth individuals expect from the American Families Plan's proposed changes to the current tax code?
In this episode of our webinar series, The Wescott Difference, our Chief Operating Officer, Carrie Delgott, and Chief Investment Officer, Mark McCarron, take a closer look at Wescott's tax-smart investment strategy, and how our approach is applied to your portfolio.
Wescott's Tax Alpha Group is proud to present its complete 2021 Tax Strategy Guide, focusing on complex tax issues that our clients' may face during their financial planning journey.
Episode 2: The SECURE Act In this episode of the Wescott Podcast series, members of Wescott’s Tax Alpha Group, Senior Financial Advisors Chris Cortese and Bob Waskiewicz, discuss the recently-passed SECURE Act, and the ramifications it may have on your financial future.
Executive compensation plans have become increasingly complex over the last decade, with companies seeking the right balance of guaranteed vs. performance-based pay to appease both stakeholders and company leaders.
One of the emerging trends in American family life is gray divorce, defined as divorce among partners over the age of 50. In fact, the divorce rate among those 50 and older has nearly doubled since 1990, according to a Bowling Green State University study.
