Tag Archives: Wealth Management

How Do You Spell Relief? ATRA! (American Taxpayer Relief Act)

Posted on May 6, 2013

Congratulations, the 2012 tax season is behind us. Time to start planning for 2013. The dramatic New Year’s Eve peek over – and retreat from – the fiscal cliff did not solve all of the country’s budgetary problems. But it … Read more…

Cliff Notes: Peering over the Fiscal Cliff and Living to Tell the Story

Posted on December 27, 2012

The “fiscal cliff” is staring us in the face. The best chance of averting the consequences of failure to reach agreement will be in January, after the new Congress is seated. In the meantime, it is good to understand the details and to also do some planning. Read more…

Putting the Community in Community Foundation

Posted on November 30, 2012

Occasionally I write articles for The Summit Foundation newsletter. This piece explores the genesis of the community foundation model and how The Summit Foundation exemplifies it in many respects. Read more…

3rd Quarter Client Note

Posted on October 12, 2012

Asset classes gained virtually across the board in the third quarter. The S & P 500 (total return) Index increased 6.35% for the quarter, is up 16.44% for the year and is sitting at right around a five-year high. The … Read more…

Summit Foundation Educational Workshop: “Saving the Family Cottage”

Posted on July 6, 2012

The Summit Foundation’s fourth annual educational workshop will be held Friday, July 13th at Beaver Run Resort & Conference Center, 9:00–11:00 am. This year, we have the honor of hosting Cottage Law attorney and author David Fry, Esq., who will present “Saving the Family Cottage.” Join us for an information-packed session where you will learn ways to preserve the family vacation home for future generations and minimize the expense and agony along the way. Read more…

Preparing for Disaster and Preventing Financial Ruin: 5 Lessons from a Wildfire Victim

Posted on June 25, 2012

As wildfires have raged across Colorado and other parts of the country in a shockingly early and devastating fire season, families and whole communities are reeling from the destruction. Whether you are a victim of such disasters, care for people directly affected, or simply want to be more prepared, guest blogger Beth Byerlein offers first-hand lessons to help every home-owner cope with loss and reduce its financial impact. Read more…

Giving Back: Consider Real Estate for Charitable Giving

Posted on May 22, 2012

Occasionally, thinking outside the box is the best course in developing a charitable giving plan. Donors can use almost any kind of property to fund a charitable gift. It pays to conduct a thorough analysis of the various possibilities from tax, financial and legacy perspectives. Read more…

Children and Philanthropy

Posted on February 24, 2012

Denver Post columnist Bruce DeBoskey continues to nail it in his On Philanthropy column. This week’s column, on the subject of engaging children in philantropy, is chock full of ideas and resources for getting kids away from their computer screens and … Read more…

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Tax Update: The Certainty of Uncertainty

Posted on January 25, 2012

The tax “fix” at the end of 2010 left us with a jumble of extensions, expirations, and new rules for 2012. We summarize some of the biggest changes and issues to watch for while planning your 2012 taxes. Read more…

Expanding Your Horizons: Examining the Role of Global Bonds

Posted on January 25, 2012

Historically low interest rates have tempted some fixed income investors to wander off course into exotic and untested new strategies. But there is a prudent way to expand your investment horizons into global bonds. Read more…

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