A&I Financial Services

Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed estate tax plan changes. We describe what the President proposed and what this means for Americans. The increase may affect more people than ever before. The tax rate may be higher. And the loss of a benefit called the step-up in basis could be very expensive...Read More

Karl Frank CFP® and Nathan Merrill discuss Biden’s proposed tax plan changes. This is the largest tax increase in US history, in dollar terms, and the second largest in history by percentage terms. Learn about the increased income tax. The long-term capital gains tax increased by the largest percentage in history. Learn about the estate...Read More

Read this Periscope to learn about the President’s proposed tax increases, including a huge increase in the long-term capital gains rate. Also, increases to the income tax rate, the step-up in tax basis, higher taxes on corporations and a gotcha for real estate investors. Second-largest Percentage Tax Increase in US History The proposed tax increases,...Read More

From March, 2021, learn about the forecasts our research team was making at that time. Subject includes the US debt and payments on that debt. What could it mean for our equity portfolios?Read More

Equity markets are setting new highs. Read more to learn concentrated equity strategies. If you have a lot of money in a single stock, you will want to know these. Concentrated EquityWhen you have a large amount of money in the equity of a single company, you have concentrated equity risks. Putting together a plan...Read More