Monthly Archives: April 2021

How To Minimize the Drastic Impact of Proposed Tax Changes – With Richard Schloss

April 30, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Estate Planning, Financial, Financial Planning, Gift Tax, Income Tax, Investing, Investments, Jordann Andrusiak, Richard Schloss, Synergy Capital Solutions, Tax Planning, Trust Administration, Your Financial Plan-Ityourfinancialplanit

Although the proposed tax legislation is subject to changes, you can still take some measures now to be better prepared for when changes are actually happening.

In part two of this series about expected tax changes, join David Vallieres, Jordann Andrusiak, and returning guest Richard Schloss, as they dive deeper into how the new tax proposal may affect your income, estate, and gift taxes. They also discuss strategies to help you optimize your wealth transfer to future generations.

You will learn:

The time period when the proposal is most likely to be passed
How to use the Spousal Lifetime Access Trust (SLAT) & the Irrevocable Life Insurance Trust (ILIT) for efficient estate planning
Tips to help you fully utilize your current unused gift tax exemptions
And more!

Tune in to discover steps you can take today to minimize the impact of the new tax regulations!

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Expected Changes in Estate Planning & Income Taxes – With Richard Schloss

April 16, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Estate Planning, Financial, Financial Planning, Gift Tax, Income Tax, Investing, Investments, Richard Schloss, Synergy Capital Solutions, Tax Planning, Trust Administration, Your Financial Plan-Ityourfinancialplanit

According to the Biden Administration’s new tax proposals, some tax benefits and exemptions might not be available moving forward.

But you can take advantage of them while they last.

In this episode, David Vallieres and Jordann Andrusiak talk to Richard Schloss, member at Dawda, Mann, Mulcahy & Sadler, PLC. Join them as they explore the expected tax law changes and discuss the impact on estate planning, trust administration and income tax planning.

You will learn:

How drastic reductions in estate and gift tax exemptions may affect your financial plan
The likelihood of various tax laws being passed in the near future
Things you can do now to prepare yourself to deal with the new tax regulations
How increased tax rates might affect the M&A space
And more!

Tune in to learn how you can proactively adapt to expected tax changes!

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Economic Trends, Equity Market Updates and Interest Rate Changes – With Eric Nahat

April 1, 2021Financial, Financial Planning, Investing, Investments, UncategorizedDavid Vallieres, Economy, Equity Markets, Financial, Financial Planning, Fixed Income Assets, Interest Rates, Investing, Investments, Market Updates, Synergy Capital Solutions, Your Financial Plan-Ityourfinancialplanit

An unprecedented fiscal stimulus and the rollout of vaccinations has led to the resurgence of economic activity through COVID-19.

In this episode, David Vallieres and Eric Nahat discuss the anticipated trends in consumer spending, equity markets and fixed income assets. They also explore strategies to reduce your exposure to short-term market changes and help you lay out a comprehensive long-term plan.

You will learn:

How changes in the 10-year treasury yield affect the equity markets
What we mean by “duration” – and how it affects fixed income investments
Expected economic growth in 2021 and beyond
Tips to create a well-balanced portfolio while still taking advantage of short-term trends
And more!

Tune in to get important updates on the current and anticipated market trends!

Resources: Synergy Capital Solutions | David Vallieres | Eric Nahat on LinkedIn | Email at: hello@synergycapitalsolutions.com

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