Private Client Services

Private Client Services

Do You Know What You’re Worth?

Posted on January 14, 2022 by

Margaret Amsden
Knowing your net worth can help you evaluate your financial health and plan for the future. From defining net worth to understanding what assets and liabilities are, here are some basic considerations to help you get started.

Private Client Services

Gifting to the Family: Don’t Wait too Long!

Posted on December 2, 2021 by

Margaret Amsden
This has been an eventful, record-breaking year for mergers and acquisitions, up 158% from the same time last year. Stock values continue to rise while interest rates remain at record lows, creating a prime environment to make deals and close transactions. Consider this guidance to help take advantage of the current tax code and valuation discounts before they disappear.

Private Client Services

Gifting to Reduce Tax Liability

Posted on November 18, 2021 by

Margaret Amsden
With the end of the year quickly approaching, the time for year-end tax planning is now, especially with the impending changes outlined in the Build Back Better Act (BBBA) set to be implemented at the start of 2022. One of the major changes affects high-net-worth individuals looking to make gifts to reduce a potential future estate tax liability.

Private Client Services

Is Your Wealth Being Managed by the Right Team?

Posted on October 4, 2021 by

Margaret Amsden
Though CPAs and wealth managers are two different advisors, together they play an essential role in helping individuals make short- and long-term financial plans. To make the best plans for their future, clients are discovering that a partnership between these professionals can further enhance their financial goals and performance.

Private Client Services

How Life Insurance Enhances Your Estate Plan

Posted on August 3, 2021 by

Margaret Amsden
Life insurance can be a valuable planning tool, but common misconceptions about policy management cause many policy owners to miss significant opportunities. With the right knowledge and advice, you can maximize the policy benefit while reducing cost and risk.

Private Client Services

Retirement and Cash Flow: A Tale of Two Necessities

Posted on May 20, 2021 by

Margaret Amsden
People throughout the world are dealing with many uncertainties as they learn how to pivot in the face of the pandemic. But one thing at the top of many minds is retirement. Planning early ensures you have the resources you need during your golden years.

General, Private Client Services

4 Tips for Managing a Large Inheritance

Posted on December 28, 2020 by

Casey Haggerty
Receiving a large inheritance may sound appealing to most, especially in an era where many have gone through two large financial depressions. However, there are many things that need to be considered. Here are some important tips for managing a large inheritance.

General, Private Client Services, Tax & Assurance Guidance

Private Client Services: An Introduction

Posted on December 1, 2020 by

Margaret Amsden
Owners of closely-held businesses are passionate about what they do, masters of their practice, and driven to succeed. When it comes time to plan for the future, Private Client Services (PCS) is the partner that helps business owners take on the future with the same confidence they have in their business.

General, Private Client Services, Tax & Assurance Guidance

What You Need to Know! President-Elect Biden’s Tax Plan

Posted on November 9, 2020 by

Sarah Russell
Now that presumed U.S. President-Elect Joe Biden has been named, many people may be wondering what his tax plan looks like and whether there is anything they can do now to prepare for changes that may be coming. Here are some important highlights of his plan.

General, Private Client Services, Tax & Assurance Guidance

Rethinking Your Retirement Funding Options

Posted on September 1, 2020 by

Margaret Amsden
As a result of market fluctuations over the past six months, many taxpayers have seen a decline in the value of their retirement portfolios, so now may not be the best time to draw from your retirement savings, even if you are eligible. Here is some guidance regarding Social Security and IRA Distributions.

Private Client Services

Estate Planning 101

Posted on August 17, 2020 by

Margaret Amsden
With all of the change the past few years, now is an ideal time to revisit your estate plan. Learn about the essentials of estate planning and why it's important to review and update your plans on a regular basis.

General, Private Client Services

Life Insurance: Key to Financial Planning

Posted on May 19, 2020 by

Clayton & Mckervey
The fact that life insurance pays money to cover your bills and burial after you die is not a secret. Aside from that, there are many other reasons to have life insurance, but most people are woefully unaware of the benefits of doing so and the process of obtaining it in the first place.

The Sound of Automation Podcast

Industrial automation businesses are the driving force behind Industry 4.0, and Clayton & McKervey is here to help.

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