Crewe Advisors

Partner Dan Sudit provided insight to capital gains taxes with reporter Coryanne Hicks in U.S. News & World Report, noting that the most important action to minimize the tax consequences of investments in a brokerage account involves “proactive and preemptive planning.” Read the full article here: https://lnkd.in/gP5AVSBK

Living abroad can be a dream come true. However, it’s important to review your financial situation and tax considerations when making your decision. Wealth Advisor Megan S. details what you need to know with Financial Advisor Magazine’s Jeff Stimpson: https://lnkd.in/gr2T_Jgj

Partner and COO Jason Miller, CFP®, CPWA® discusses how the items at Crewe Advisors headquarters in Salt Lake City serve as a conversation starter with clients in an article from Steve Garmhausen in Barron's Advisor: https://lnkd.in/g9jeGjAs

In 2019 when the original SECURE Act was passed, the landscape of tax and retirement planning changed. Later, in 2022, the IRS gave proposed regulations regarding the previously passed SECURE Act. Just last month on July 18th, the IRS issued final regulations. While these final regulations cover a variety of topics, one of the key questions they answered was regarding the Required Minimum Distribution (RMD) rules for inherited retirement accounts. Wealth Planner Ryan Anderson provides details on the RMD rules in this blog: https://lnkd.in/g7-2J8tK

Investopedia finds that the average family needs $33,000 in emergency savings, so where do you stack up? Wealth Advisor Megan S. connects with GOBankingRates reporter Gabrielle Olya to discuss: https://lnkd.in/gMF2nV4F

Kamala Harris’s portfolio might be seen as “boring” to some investors, but there might be a lesson in it about the value of planning for the long-term. Chief Investment Officer Dustin Thackeray, CFA details the passive nature of her investments with CNBC’s Lorie Konish: https://lnkd.in/gVC52RwC

The utilization of sophisticated strategies in estate planning for ultra-high-net worth families is not just advisable but often critical in preserving wealth across multiple generations. A Spousal Lifetime Access Trust (SLAT) is one of these strategies that may enable a taxpayer to transfer wealth to future generations while also protecting assets from creditors and ensuring a spouse’s financial security. Partner Kris Yamano provides an overview of SLATs in this blog: https://lnkd.in/gPxUKcQX

A Rule 10b5-1 plan is a plan to buy or sell financial securities connected to your company according to a fixed schedule or formula before you are aware of material nonpublic information. The plan can provide for transactions of debt or equity securities. Wealth Planner Ryan Anderson details the elements of 10b5-1 plans here: https://lnkd.in/ddKDH56M

Chief Investment Officer Dustin Thackeray, CFA gives his perspective on the markets and highlights reasons for this week’s market uptick with Caroline Valetkevitch for Reuters: https://lnkd.in/g-iTA_4s

“Properly constructing a portfolio of asset classes that exhibit low correlations over various periods of time and rebalancing the portfolio periodically may help investors mitigate some behavioral biases of investing and be more successful over time.” Chief Investment Officer Dustin Thackeray, CFA gives insights on the democratization of alternative investing for the retail investor and how it can impact portfolios with Steve Randall for InvestmentNews: https://lnkd.in/gJrB_4py