March 13, 2020 | In The News
In a down market, Clearstead’s advisors looking for the silver lining. We are proactively working for our clients to capture opportunities to protect and benefit them and their families. A few of these opportunities include tax loss harvesting, portfolio...
March 13, 2020 | In The News
EXECUTIVE SUMMARY Clearstead is prepared for COVID-19, with a long-standing disaster recovery and business continuity plan to ensure client services proceed without interruption. Market volatility, while unsettling, can create opportunities on which we are prepared to...
January 21, 2020 | In The News
Did you know? The tax and financial planning department at Clearstead analyzes your net investment income sources and has strategies to minimize your net investment income tax liability. The Net Investment Income Tax (NIIT) is an additional 3.8% tax on a broad range...
January 14, 2020 | In The News
Author: David Miller, CFP®, CPA, Managing Director at Clearstead The 2020 Appropriations Act simplified the calculation of Net Investment Income Tax for private foundations subject to this excise tax. Previously, these foundations were subject to either a 1% or 2% tax...
January 9, 2020 | In The News
CLEARSTEAD CELEBRATES THIRTY YEARS Since its founding in 1989, Clearstead has grown to become a prominent institutional and private client advisory firm. Today we have 85 employees, 35 of whom are shareholders; an institutional consulting group that advises over $17.0...
November 8, 2019 | In The News
Author: Lisa M. Chavez, CPA, Senior Planning Associate On Wednesday, the IRS issued the inflation adjustments and tax tables for the 2020 tax year (https://www.irs.gov/pub/irs-drop/rp-19-44.pdf). What does this mean for our clients? Standard Deductions are up for all...
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