Tax Newsletter – July 2016

The HoganTaylor LLP Tax Team is excited to present the July 2016 edition of our eNewsletter. Our newsletter is designed to help you keep up with the latest tax issues.

We’ve designed the newsletter to be read in quick chunks–knowing that leisurely reading time is a luxury for most of you. We’ll also always have the content on our site so that you can refer to it later.

As always, please do not hesitate to contact a member of the HoganTaylor Tax Team with any questions you may have regarding these subjects. Additionally, we welcome any thoughts or ideas you may have for future newsletter topics.

In This Issue:

What the New Federal Fiduciary Rule Means to Investors

In April, the U.S. Department of Labor (DOL) made headlines with its final rule covering conflicts of interest among investment advisors. Media coverage focused on the difference between a “fiduciary” standard and a “suitability” standard. Financial advisors and investment firms have been debating this issue—often heatedly—for years, and the DOL action probably will bring about changes within the industry. Read More

ETFs Can Be Plain or Fancy

From virtually nowhere, exchange-traded products have grown to over $3 trillion in assets. A small portion of these products are exchange-traded notes (ETNs), but most are exchange-traded funds (ETFs): typically, pools of securities that trade like stocks. Read More

Disaster Planning Versus Succession Planning

Business owners should have an exit strategy: a plan for the time when they’re either unwilling or unable to keep running their company. Often, that planning can include a current disaster plan for relatively young business owners and a future long-term succession plan for a smooth path to retirement. Read More

Tax Calendar

Find out what tax deadlines are approaching in August of 2016. Read More