Why Tax Shelters Aren’t Just for Billionaires

Why Tax Shelters Aren’t Just for Billionaires

Investors must deal with uncertainty every day. Without knowing what the markets will bring, they try to get good returns without bearing excessive risk. The classic solution is diversification — holding a broad array of global stocks and bonds. By spreading your risk, you obtain some protection against a disaster in any single holding. Even through the chaos in the markets brought about by President Donald Trump’s on-again-off-again tariffs, we…

Tax legislation: At the moment, uncertainty prevails | Community Foundation for Greater Atlanta

Not knowing is hard!  At the Community Foundation for Greater Atlanta, we understand that uncertainty about potential changes to tax laws makes estate planning especially difficult for you and other attorneys, CPAs, and financial advisors. You’re faced with advising your clients and structuring plans without knowing which rules will ultimately apply. It’s uncomfortable to face the risk that carefully-crafted strategies could become obsolete or ev