Estate Planning

Estate Planning and Cryptocurrency

The introduction of cryptocurrency has created a number of new issues, which includes how these digital assets should be addressed in a person’s estate plan. Because the Internal Revenue Service has classified cryptocurrency as property capable of being taxes, it is possible to dictate how ownership of cryptocurrency should be passed in a person’s estate […]


Q3 GDP Forecasts: Under 2%

From Merrill Lynch: Weak inventories data edged down 3Q GDP tracking by a tenth to 1.5% qoq saar. [Oct 18 estimate]emphasis added From the NY Fed Nowcasting Report The New York Fed Staff Nowcast stands at 1.9% for 2019:Q3 and 1.1% for 2019:Q4. [Oct 18 estimate] And from the Altanta Fed: GDPNow The GDPNow model […]


PTIN Fees: Will They or Won’t They?

It’s officially PTIN time. As of October 16th, the IRS has opened up Preparer Tax Identification Number applications and renewals for the season. This year, there is no fee for obtaining your PTIN, however don’t mistake that for not needing one. If you receive compensation for preparing or helping to prepare tax returns, you are […]


BLS: September Unemployment rates at New Series Lows in Alabama, California, Illinois, New Jersey and South Carolina

From the BLS: Regional and State Employment and Unemployment Summary Unemployment rates were lower in September in 7 states, higher in 4 states, and stable in 39 states and the District of Columbia, the U.S. Bureau of Labor Statistics reported today. Seven states had jobless rate decreases from a year earlier, 2 states had increases, […]


Your clients want to talk about their kids’ future

Most advisors spend considerable time getting to know and understand their clients. Still, the latest edition of our Generations Projects survey, which focuses on high-net-worth (HNW) investors, suggests there are opportunities for advisors to redouble their efforts to comprehend clients’ goals and strengthen their engagements with clients. A number of advisors in our industry are […]


Lawler: Early Read on Existing Home Sales in September

From housing economist Tom Lawler: Early Read on Existing Home Sales in September Based on publicly-available local realtor/MLS reports released across the country through today, I project that existing home sales as estimated by the National Association of Realtors ran at a seasonally adjusted annual rate of 5.36 million in September, down 2.4% from August’s […]

Real Estate

Affordability is a Relative Concept—Boston Tops U.S. Migration Destinations in the Third Quarter

Boston passed the less expensive inland metro areas that typically dominate the list of top migration destinations, but it’s still an affordable option for some. Nationally, the share of Redfin home searchers looking outside their home metro hit a new all-time record of 26 percent. Twenty-six percent of home searchers looked to move to […]

Real Estate

Homes Are Selling Quickly [INFOGRAPHIC]

Some Highlights: The National Association of REALTORS® surveyed their members for the release of their Confidence Index. The REALTORS® Confidence Index is a key indicator of housing market strength based on a monthly survey sent to over 50,000 real estate practitioners. Practitioners are asked about their expectations for home sales, prices, and market conditions. Homes across the country are selling […]


What would I do?

There is only one question this morning that needs answering. If I was an MP, which I am not as yet (and with no intention of changing that, as yet) would I vote for or against Johnson’s deal? I am assuming I would as free an agent as Caroline Lucas usually is. The answer is […]