Thoughts on Tax Reform
As you know, Thursday November 2, the House Ways and Means Committee released its first draft of legislation that would seek to “reform” the tax code.
From September 24 through 27, 2017, several from the Capital Strategies team attended the M Marketing Meeting at the Fairmont Hotel in Chicago.
Recently, a document was released by the Trump administration that contained yet another broad description of its “tax plan”. Because estate tax repeal is included the document, this could cause clients to ask whether they should engage in tax oriented planning, or, alternatively “wait and see”.
John Carter is once again in charge of corporate fundraising for the Maestro’s Ball for 2017. Stay tuned to find out more about this wonderful event.
Funding a life insurance contract efficiently is a target sport. It is very much like docking a boat or lagging a putt where just enough force is given so that, accounting for outside factors such as the wind and the current or the slope and the grain, the boat or the ball runs out of energy at the moment it nestles up to the target.
Securities offered through registered representatives of FNBB Capital Markets, LLC, Registered Broker/Dealer, Member FINRA and SIPC. Capital Strategies Group, Inc. is owned and operated independently
from FNBB Capital Markets, LLC. Capital Strategies Group is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please go to http://brokercheck.finra.org/ for further details regarding BrokerCheck.