Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major crisis-related events […]

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Published Work: OTL Magazine – Maximize Your Deductions

Everyone likes to save on taxes. Making the most of deductions is one avenue available to taxpayers to reduce their tax bill. All taxpayers have the option to either itemize deductions or take the standard deduction, which is currently $12,700 for a married couple under age 65. If a couple’s standard and itemized deductions are close to being the same amount each year, there is an opportunity to plan these expenses in a way that may reduce the overall tax bill.

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Published Work: OTL Magazine – Alternative Investments

Investors, both institutional and retail, often invest in alternatives in pursuit of greater diversification or risk reduction; however, alternatives might fail to reliably accomplish these goals.

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Published Work: OTL Magazine – Tax Cuts and Jobs Act

On December 20, 2017, the U. S. House and Senate passed the Tax Cuts and Jobs Act (TCJA). This is the largest major tax reform in over three decades and contains a whole host of tax provisions that impact individuals and businesses. With a few rare exceptions, the TCJA affects 2018 returns, filed in 2019. Below are highlighted some of the provisions that will affect individuals.

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