Tax Planning

Children’s commissioner accuses Facebook’s Nick Clegg of hindering battle against online harms

The children’s commissioner has accused Facebook’s Sir Nick Clegg of hindering the fight against online harms and delaying a tech tax that could help pay for it. In an open letter to him published in The Daily Telegraph today, Anne Longfield said she was “surprised” that the former deputy prime minister should now be part …

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First Bank (FRBA) Q4 2019 Earnings Call Transcript

Image source: The Motley Fool. First Bank (NASDAQ:FRBA)Q4 2019 Earnings CallJan 30, 2020, 9:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the First Bank Fourth Quarter 2019 Earnings Conference Call. [Operator Instructions] I would now like to turn the conference call over to Mr. Patrick Ryan, …

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Planning Board Delays Further Approvals on Compass Point Project

BARNEGAT, NJ – Developer Chris Vernon, the owner of 1111 West Bay and Nautilus Associates LLC, and his team appeared before the Barnegat Planning Board this week. Seeking further approval to start work on the Compass Point Project, the applicant was advised to come back next month. The delay was announced after tempers flared during …

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Which Mutual Fund Types Should You Tap First In Retirement?

It’s time to quit your job and retire. Other than Social Security, you likely have no other steady income stream (old-style defined-benefit pension plans are increasingly rare nowadays). That means you must turn to your investments to finance your life. You likely have much of your retirement kitty in mutual funds, whether in taxable funds …

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Secure Act’s big impact on affluent clients

Advisers should expect numerous consequences for their affluent clients from the SECURE Act, including a handful of estate and tax issues. The changes present opportunities for advisers to demonstrate their worth to clients, and they could also prompt conversations about further financial planning and intergenerational wealth transfer, one adviser said. The law eliminated stretch IRA …

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Entrepreneurs Relief Reform – Lexology

The Conservative Party committed itself to “review and reform” Entrepreneurs Relief in its 2019 General Election manifesto. The Conservatives further stated that it has not “fully delivered on [its] objectives” and so, with the Conservatives having been returned to government with a significant majority, those who currently qualify for Entrepreneurs Relief should review their options …

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