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Retirement is a time of transition. Those approaching retirement often look forward to the freedom that will be plentiful once they stop working. That flexibility not only allows them to dictate how they spend their time,…
In light of COVID’s devastating impact on many not-for-profit groups and organizations, the IRS included a provision in the 2020 CARES Act (and more recently extended through 2021) that taxpayers can deduct 100% of cash…
Life insurance has traditionally been purchased for any one of a handful of reasons; to protect loved ones should we die prematurely, meet business obligations, or to fulfill estate planning goals. When these purposes are…
As I reflect on the pandemic and the effect it has had on our communities, I can’t help but think about the incredible need our nonprofits have faced this past year and the importance of…
All too often we leave our charitable giving to the end of the year when the deadline looms for making tax deductible gifts. This may cause us to make hasty decisions about where to give, how…
So you’ve taken our advice and shucked your 401(k) oyster to discover a shiny, valuable pearl sitting within! After closer examination, the pearl seems to check all the Net Unrealized Appreciation (NUA) criteria boxes: The…
At RegentAtlantic, we enjoy partnering with multiple generations of our clients’ families. Not only does it allow us to further build upon strong relationships, but it gives us constant exposure to new challenges and perspectives that…
Intra-family loans present the opportunity to borrow money at substantially lower rates than available by traditional mortgage. The key is to borrow at a rate equal to or higher than the published Applicable Federal Rate (AFR…
What do my dog (Sherlock) and hamster (Snuffles) have to do with Mega Backdoor Roth 401(k) contributions? Other than being super cute, these intelligent creatures are masters at squirreling away their treats for later. Sherlock…
Many high-net-worth individuals have a significant portion of their wealth stored in financial assets - e.g. stocks and bonds in a portfolio. With the success of the markets over the last decade, many investors have…