Archive for December, 2018

December 28, 2018/Family Wealth, Financial Planning

Life Changes This Last Year? Review Your Estate Plan

Your estate plan shouldn’t be a static document. It needs to change as your life changes. Year end is the perfect time to check whether any life events have taken place in the past 12 months or so that affect your estate plan.

December 27, 2018/Furniture Insights

December 2018 Furniture Insights

Continued good news for the furniture industry, as monthly results are up, and year to date, new orders remained 6% ahead of the same period a year ago.

December 17, 2018/Tax

Smith Leonard Expands International Capabilities

Did you know Smith Leonard has an in-house resource for communicating in Mandarin Chinese? Meet Hong Chai.

December 14, 2018/Tax

Buy Business Assets Before Year End to Reduce Your 2018 Tax Liability

The Tax Cuts and Jobs Act (TCJA) has enhanced two depreciation-related breaks that are popular year-end tax planning tools for businesses. To take advantage of these breaks, you must purchase qualifying assets and place them in service by the end of the tax year. That means there’s still time to reduce your 2018 tax liability with these breaks, but you need to act soon.

Back to top