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.
How Philanthropy Can Benefit the Nonprofits You Support and Lessen Your Tax Burden
With 2021 underway, many investors and financial advisors are focused on potential tax reform in the year or years to come.
In this episode, Wescott's Director of Financial Planning Standards, Susan Green, is joined by Wescott Senior Financial Advisor and Tax Alpha Group member, Robert Waskiewicz, to focus on tax planning and illustrate Wescott's tax profiles.
If you own a small business, are self-employed or are an independent contractor, the Coronavirus Aid, Relief and Economic Security (CARES) Act provides billions of dollars of assistance that may be able to help you.
With the tremendous uncertainty surrounding the coronavirus outbreak and its ultimate global socio-economic impact, many are left wondering what “normal” will look like in a post-coronavirus world.
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.
