The Trusted Path

About Grid

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.


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David Byers Presents at 2017 M Marketing Meeting

At the 2017 M Marketing Meeting, David Byers from Capital Strategies presented at a breakout session.


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Capital Strategies Attends 2017 M Marketing Meeting in Chicago

From September 24 through 27, 2017, several from the Capital Strategies team attended the M Marketing Meeting at the Fairmont Hotel in Chicago.


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Capital Strategies and Diversified Trust host ACTEC Reception

Capital Strategies co-hosted a reception for ACTEC fellows at the Butler Snow offices in Ridgeland, Mississippi.


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David Byers

Tax Plan Update

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”. 


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Capital Strategies’ John Carter chairs ASO’s corporate fundraising drive

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. 


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Element of Touch_Short

Efficient Life Insurance Funding – An Element of Touch

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.


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What to Tell Your Clients about the Estate Tax: Part Two


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What to Tell Your Clients about the Estate Tax: Part One


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David Byers Elected To M Financial Board of Directors


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