Month: August 2020

Tax Proposals

Candidate Tax Policy Proposals

Against the backdrop of the economic turmoil created by the COVID-19 pandemic and the enactment of Republican-only tax reform in 2017, tax policy will be a critical point of differentiation in the 2020 presidential race. Below is a summary of the key tax law changes each candidate is suggesting.1 Item Present Law Biden Trump Business…
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August 24, 2020 0
Ranch Entities

Ranch Entities

We were recently interviewed for The Working Ranch Radio Show on SiriusXM. A listener asked a great question: What type of legal ownership should you have for your ranch and property? The short answer is “It depends…” The complete answer involves asking the “right” questions. And it starts with this one: What is important to…
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August 17, 2020 0

Finding the Perfect Investment

You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family. As a Life Planning firm, we…
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August 12, 2020 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.