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Insights

Recommended Research and Articles

BAM Insights

2021 Planning Strategies to Consider Before Year-End

In politics there has been much ongoing debate in Washington about tax policy changes related to funding President Biden’s proposed social, climate, and infrastructure bills. Some of the proposed tax policy changes (as of this writing late-November) may impact our clients’ financial situations for 2022 and beyond, so with December just around the corner and the holidays beckoning, it is worth reviewing a few key tax and estate planning strategies before 2021 is in the rear-view.

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Intro to ESG Investing

Sustainable investing has expanded from a niche interest to a mainstay of investment strategies around the world. Institutional investors as well as individual investors have been focusing not just on the financial promise of the companies in their portfolios but now also on the environmental, social, and governance (“ESG”) performance of these firms.

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Meet Mike Insogna

The COVID-19 pandemic has certainly brought about a lot of change in our world. Each of us has in one way or another been impacted by the economic and public health restrictions that were put in place beginning in March of 2020 to ensure that we make it through this thing ok. Along the way, we have all learned the values of adaptability, grit, and determination to maintain our ways of life, of working, of maintaining family and friends.

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Five Year-End Moves

2020 will be a year to remember for decades to come-- and we still have a few weeks to go. Still, it’s not too soon to start thinking about what this year will mean in terms of your tax situation. To that end, I’ve put together five tax planning suggestions for your consideration.

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