Scammers are using artificial intelligance to better target unsuspecting victims - Read more
Artificial Intelligence is becoming a big part of everyday life. In this newsletter, you will learn how to recognize and avoid three common AI scams.
2024 Wells Fargo Investment Institute - Revising targets and extending our outlook through 2025 - Read more
For 2023, we anticipate an inflation rebound and a modest economic acceleration that strengthens as the year progresses.
Click here to download the 2024 Tax Planning Table!
SECURE Act 2.0: What you need to know about new retirement savings and distribution rule -
Read MoreOn December 29, 2022, President Biden signed into law the Consolidated Appropriation Act of 2023. Included in this Act is SECURE Act 2.0 that is primarily aimed at helping boost retirement savings. Those saving for retirement and retirees can potentially benefit from this new legislation, as well as small business owners.
2023 Wells Fargo Investment Institute - Outlook Recession, recovery and rebound -
Read MoreWe expect U.S. and global economies to face a moderate recession through the summer in 2023 followed by a second-half recovery capable of extending into 2024. More trade-sensitive, manufacturing-oriented economies abroad are bracing for a steeper economic slowdown from interest-rate increases and market liquidity pressure potentially more serious than in the U.S.
Charitable giving strategies -
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Evaluating your charitable giving strategies to maximize your tax benefits is more important than ever with the continuous tax law changes. The following information discusses various charitable giving strategies and tax rules to review with your tax advisor.
Estate planning strategies: 5 actions to consider now -
Read MoreFollow this checklist to help make wealth transfer planning a more positive experience. The estate planning process can be overwhelming, and considering what will happen when you or your spouse passes away can be uncomfortable. But getting the process underway now can help you make arrangements for your wishes to be fulfilled while avoiding any unwelcome surprises for your heirs.
**NEW** - Tax Planning Guide for 2022 Tax planning is an important component of your overall financial plan. This guide provides an overview of items to be aware of both now and throughout the year, steps you can take to potentially defer taxes, and options to consider in light of current market volatility and interest rates. As you read through the guide, consider the following questions: Has your tax situation changed from last year?, Do you plan to do any gifting this year?, Do you have any estate planning concerns?, Do you need to make changes to your estate plan?, Are you taking advantage of current strategies to maximize your retirement income?, The guide highlights various strategies that potentially could reduce or defer taxes.