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From timely tax and planning insights that impact your wealth, to expert insights from our research team, Clearstead’s Blog offer relevant news and information that you can use.
MARCH 23RD -A MESSAGE FROM DAVE FULTON, CEO OF CLEARSTEAD – SPECIAL UPDATE: COVID-19
CLEARSTEAD IS FULLY OPERATIONAL Employees are Working Remotely We sent employees home this week, except for three or four employees whose work is considered essential under Ohio guidelines. As we mentioned, we have a...
GRATS – PLANNING OPPORTUNITY IN A DOWN MARKET
In a down market, Clearstead’s advisors looking for the silver lining. We are proactively working for our clients to capture opportunities to protect and benefit them and their families. A few of these opportunities include...
A MESSAGE FROM DAVE FULTON, CEO OF CLEARSTEAD – SPECIAL UPDATE: COVID-19
EXECUTIVE SUMMARY Clearstead is prepared for COVID-19, with a long-standing disaster recovery and business continuity plan to ensure client services proceed without interruption. Market volatility, while unsettling, can...
NET INVESTMENT INCOME TAX – CLEARSTEAD CAN ANALYZE & STRATEGIZE TO MINIMIZE LIABILITY
Did you know? The tax and financial planning department at Clearstead analyzes your net investment income sources and has strategies to minimize your net investment income tax liability. The Net Investment Income Tax (NIIT)...
CHANGE IN NET INVESTMENT INCOME TAX RATE FOR PRIVATE FOUNDATIONS
Author: David Miller, CFP®, CPA, Managing Director at Clearstead The 2020 Appropriations Act simplified the calculation of Net Investment Income Tax for private foundations subject to this excise tax. Previously, these...
CLEARSTEAD ANNUAL FIRM UPDATE – REVIEW OF 2019
CLEARSTEAD CELEBRATES THIRTY YEARS Since its founding in 1989, Clearstead has grown to become a prominent institutional and private client advisory firm. Today we have 85 employees, 35 of whom are shareholders; an...
HOW CLEARSTEAD CAN HELP YOU PREPARE FOR THE IRS 2020 INFLATION ADJUSTMENTS
Author: Lisa M. Chavez, CPA, Senior Planning Associate On Wednesday, the IRS issued the inflation adjustments and tax tables for the 2020 tax year (https://www.irs.gov/pub/irs-drop/rp-19-44.pdf). What does this mean for our...
COMMUNICATION IS KEY: CLEARSTEAD’S THIRD ROUNDTABLE FOSTERS DISCUSSION ABOUT THE BEST PRACTICES FOR WEALTH TRANSITION
Clearstead hosted its third ClearPoint Roundtable discussion last week at the Shaker Heights Country Club, addressing questions about how various forms of wealth can be transferred to the next generation. The two-day...
WHITE PAPER: INTEGRATING PORTFOLIO MANAGEMENT WITH FINANCIAL OBJECTIVES AND CONSTRAINTS
Authors: Grant Guyuron, CFA, Senior Managing Director and Anna Rathbun, CFA, CAIA, Director, Research Overview: Investments of an operating non-profit should not be invested in a vacuum. Our operating non-profit...
FIVE FINANCIAL CONSIDERATIONS FOR THE NEW SCHOOL YEAR
Author: Greg Lonczak, CFP®, is a Managing Director for Clearstead As we hit the mid-point of August, many families are beginning to think of school for themselves, for their children, or their grandchildren. Some families...
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