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WILLIAMS: Estate tax changes may affect you

By Jimmy J. Williams, CPA/PFS, CFP® Apr 22, 2021 2 hrs ago Big projects and changes in the operations of government are always sought by new presidents with in their first one hundred days in office. President Biden is no exception to this trend. Â Â Â Â Â However, one of the areas of change proposed by the new administration is estate taxation. Under current law, most citizensâ estates in the United States would be well under the exemption allowed of $11,700,000. For those whose estates exceed this exemption amount, the rate at which their estate value is taxed is 40%. The current law is set to âsunsetâ after 2025 and the exemption would be returned to $5.5 million which would subject many more estates to taxation.

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Cetera Launches Advisory Council to Promote Diversity in Financial Advice

Cetera Launches Advisory Council to Promote Diversity in Financial Advice News provided by Share this article LOS ANGELES, April 22, 2021 /PRNewswire/ Cetera today announced the formation of a council for financial professionals devoted to forwarding diversity and inclusion in the field of financial advice, an industry for which equal access and diverse representation is especially needed. Cetera s DEIB strategy centers around three primary areas: with employees, with financial professionals, and in philanthropy. Stephen Oliver, Fanci Worthington Central to our purpose is the desire to help as many Americans achieve their version of financial well being. That purpose exists without regard for gender,race, ethnicity or ability. It is time for us all to make a sustained commitment toward building a profession that truly lives into its purpose and seeks to mirror the next generation of clients. This financial professional-led council is a wonderful example of the type of le

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Wilton Library in May: The College Timeline, Author Talks, Family Meditation and More!

Wilton Library in May: The College Timeline, Author Talks, Family Meditation and More!
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WILLIAMS: Your philosophy of taxes is critical to your success

By Jimmy J. Williams, CPA/PFS, CFP® Apr 15, 2021 4 hrs ago It is time to file your 2020 individual income tax returns. Many people face this task with trepidation and stress. To help you focus on this important obligation of all Americans, I am providing you some simple, yet effective, strategies to reduce this process to its simplest form. First, do not procrastinate until April of each year to begin preparing for this required activity. Too many of us dislike the process of gathering and organizing our information to perform the task of preparing our returns. Do you remember the question about tackling big projects? You know, âHow do you eat an elephant?â The answer for the previous query, as well as the approach to your organization of tax information is the same, âone bite at a timeâ.

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MJP Wealth Advisors Hires Tim Fitzgerald as Retirement Plan Advisor

MJP Wealth Advisors Hires Tim Fitzgerald as Retirement Plan Advisor Share Article Fitzgerald will oversee the firm’s retirement plan business, helping both organizations and business owners manage their employer-sponsored retirement plans. FARMINGTON, Conn. (PRWEB) April 12, 2021 MJP Wealth Advisors, with offices in Farmington and Westport, CT, announced that Tim Fitzgerald, AIF®, has joined its advisory team as a Retirement Plan Advisor. Fitzgerald will oversee the firm’s retirement plan business, helping both organizations and business owners manage their employer-sponsored retirement plans. Fitzgerald has over 20 years of experience in the financial services industry. Prior to joining MJP Wealth Advisors, he was a Vice President and Retirement Plan Advisor at Webster Investments, where he advised corporations, non-profit organizations, and municipalities on all aspects of their retirement plans.

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