Author Archives: Scott J. Swain, CPA, CFA, CFP

Estate and Gift Tax: Key Tax Reform Takeaways

Congress pushed through massive changes to the federal tax law, most of which are effective beginning in 2018. One of the most significant changes made was to the estate and gift tax law.

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Estate Planning Ideas for a Blended Family

In this day and age, it is not unusual for a spouse, children and grandchildren from a second or even third marriage to form a so-called blended family. But these additions to the clan can complicate estate planning. Keeping that in mind, these tools may be useful for blended families.

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Tax Update: Trust 1041 & Gift Tax

With the 2016 tax season upon us, here are a few tips for preparing the Form 1041 income tax filings for trusts and estates, as well the Form 709 gift tax filing.

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Hidden Costs of MLP Investing

If you don’t have any master limited partnership (MLP) exposure currently, the downtrend may present an attractive entry point in the near future. Your investment advisors may start pitching individual MLP investments or even managed account MLP portfolios. This may represent an attractive investment opportunity, but be aware that there are some hidden costs to investing in MLP’s that your advisor might not be aware of, or may neglect to mention.

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