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Client Notice: Tax Document Delivery Update

Client Notice: Tax Document Delivery Update

by newcente | Jan 29, 2018 | Blog, Business Planning, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

January 29, 2018. By Courtney Summa: As tax season is now upon us and with some deadlines mere months away, we understand the importance of delivering the tax documents related to your Centerpoint accounts and portfolios in a timely manner.  Additionally, we are happy...
Guest Blog: Trust & Estates Alert- Tax Cuts and Jobs Act

Guest Blog: Trust & Estates Alert- Tax Cuts and Jobs Act

by newcente | Jan 9, 2018 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

January 9, 2018. By Ashley Agnew: As part of our services, we often quarterback the coordination of tax and estate planning professionals on behalf of our client’s needs. This includes but is not limited to: retitling of accounts, annual gifting execution and...
Inheriting Individual Retirement Accounts

Inheriting Individual Retirement Accounts

by newcente | Jan 3, 2018 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

January 3, 2018. By Lori Patterson: IRA (Individual Retirement Account) owners have the option of listing one or more beneficiaries and the percentage of the assets they will leave to each heir. Depending on the relationship of the owner and the beneficiary of the...
Charitable Initiative: A Year of Giving

Charitable Initiative: A Year of Giving

by newcente | Dec 20, 2017 | Blog, Firm Events, In The News, Tax Planning, Uncategorized, What's New

December 20, 2017. By Ashley Agnew: At the end of each year, we coordinate a charitable initiative to support a cause that is important to us as a firm.  Throughout the holiday season, we raise awareness and support for that singular charity via our communication...
Client Notice: Tax Document Delivery Update

Tax Reform Update, November 2017

by newcente | Nov 30, 2017 | Blog, Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

November 30, 2017. By Mark Barry:  As we near the end of 2017, Washington’s efforts to pass tax reform legislation have dominated headlines, with Congress working on the final iterations of the Tax Cuts and Jobs Act.  A central piece of the Trump administration’s...
Helping Service Members Navigate Financial Planning

Helping Service Members Navigate Financial Planning

by newcente | Nov 9, 2017 | Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New

November 9, 2017. By Jennifer Wolfsberg: Veterans Day is a reminder to reflect upon and thank those who have so bravely served our country.  With past and present service members in our own firm and families, the holiday carries both feelings of pride and respect in...
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