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Monday, October 16, 2017

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information...

 

Monday, October 2, 2017

Lessons for the Next Crisis It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global...

 

Friday, August 25, 2017

View full article here. The U.S. Tax Court determined that taxpayers’ arrangement with related entities did not involve “insurance” for federal tax purposes and thus denied taxpayers’ deductions for amounts paid...

 

Friday, August 25, 2017

Click here to read the full article. When there is a potential future estate tax liability, clients should look at using life insurance as the means for paying the estate tax. This article outlines the cost-efficiency of using life...

 

Wednesday, August 23, 2017

Read the full article here. MARKET TREND: The IRS continues to be very strict when it comes to charitable tax deductions. Accordingly, failure to comply strictly with the substantiation requirements for a charitable gift may result in...

 

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Thursday, August 10, 2017

Read our latest enterprising insight here. MARKET TREND: The IRS continues to refine rules and procedures concerning how and when the portability election can be made to preserve a deceased spouse’s unused estate tax exclusion...

 

Wednesday, June 28, 2017

What is the Cost of Waiting? Stan Kimball, who has worked on over 50 M&A transactions totaling approximately $4 billion in aggregate transaction values, discusses the cost that comes when business owners procrastinate planning for the...

 

Wednesday, June 21, 2017

Read full article here. In this article, a company was able to save $800,000 annually (and growing) through planning which in turn ultimately increased the sales price of the business. For companies whose products ultimately end up...

 

Friday, June 9, 2017

It is amazing to think of how many companies sell without even having something as simple as a DAF in place. See the article below for the benefits of a DAF. View full article here!

 

Thursday, June 1, 2017

In our June Edition of Enterprising Ideas for Business Succession and Exit Planning, we cover the following: Using a Donor Advised Fund (DAF) in Anticipation of a Sale It is amazing to think of how many companies sell without even...

 

Wednesday, May 31, 2017

Check out our latest Enterprising Insight! View full article here. MARKET TREND: Private annuities may provide certain individuals with an effective tool for multigenerational legacy planning. SYNPOSIS: Transferring assets to a grantor...

 

Wednesday, May 31, 2017

View full article here. To encourage individuals and families to conserve valued pieces of land, Congress started providing tax incentives to encourage land conservation. Because the success that these incentives played in land...

 

Wednesday, May 24, 2017

View full article here. MARKET TREND: With the trust departments of many financial institutions disappearing, and those thatremain declining to manage trusts with “non-traditional” assets or even life insurance policies,...

 

Friday, May 5, 2017

In our May Edition of Enterprising Ideas for Business Succession and Exit Planning, we cover the following: How to Appraise Your Business Guest writer Pete Agrapides, MBA, CVA outlines the necessary steps a prudent business owner...

 

Friday, May 5, 2017

Any investment that has an expected return above the prevailing “risk-free rate” involves trading off certainty for a potentially increased return. The attached article entitled “The Uncertainty Paradox” is a...

 

Thursday, May 4, 2017

View full article here. MARKET TREND: Despite challenges and recently proposed regulations under IRC §2704, family entities can still play a crucial role in legacy and business succession planning. SYNOPSIS: Recent cases involving...

 

Friday, April 28, 2017

A couple of days ago the White House provided an outline of President Trump’s tax reform plan. The Administration is proposing a 15% corporate tax rate, but today revealed that they would also like to reduce the tax rate for...

 

Thursday, April 13, 2017

In our April Edition of Knox Enterprising Ideas for Business Succession and Exit Planning, we cover the following: Five Pillars of Business Succession and Exit Planning To help a business owner successfully sell their business, we have...

 

Wednesday, April 5, 2017

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Friday, March 31, 2017

In this Enterprising Insights article we discuss planning in the face of uncertainty, and specifically Zeroed-Out GRATs. Summary below, and the full article attached here. MARKET TREND: Zero-gift planning techniques, like zeroed-out...

 

Friday, March 24, 2017

Have a cherished vacation home? Click hear to see a case study on how to avoid future family disputes about the property and ensure that future costs don’t lead to an eventual sale. For additional information regarding the...

 

Thursday, March 23, 2017

In this Enterprising Insights article we review key insights from the Heckerling Institute. See full article here. MARKET TREND: Presenters at the 2017 Heckerling Institute on Estate Planning confirmed what many estate planning...

 

Thursday, March 16, 2017

In our March Edition of Knox Enterprising Ideas for Business Succession and Exit Planning, we cover the following: The Coming Wealth Transfer Explosion The “Baby Boomer Generation” generally includes Americans born between...

 

Thursday, March 16, 2017

When it comes to filling out your March Madness bracket or investing in the stock market, what's your winning strategy? Click here to see an article I authored on this subject. For additional information regarding this subject, please...

 

Thursday, February 23, 2017

In our February Edition of Knox Enterprising Ideas for Business Succession and Exit Planning, we cover the following: Waiting for the "Opportune" Time to Plan for the Sale of a Business May be a Serious and Costly Mistake For the...

 

Friday, February 17, 2017

In this Enterprising Insights article we explore what you need to know about RMDs. MARKET TREND: Retirement plan participants and IRA holders frequently seek to maximize deferral of their benefits but must comply with Internal Revenue...

 

Friday, February 3, 2017

Read More On January 25, 2017, the DOW (DJIA) hit 20,000 for the first time. Other equity markets have been reaching all-time highs as well, but does this mean it is time to sell? Our research shows that reaching new highs in the...

 

Thursday, January 26, 2017

In our January Edition of Knox Enterprising Ideas for Business Succession and Exit Planning, we cover the following: The Five Pillars of Business Succession and Exit Planning Plan with purpose Get real on valuation Keep it clean (books...

 

Thursday, January 26, 2017

Enterprising Insights Topic: Exchange of Second-to-Die Policy After Death of One Insured for Single Life Policy Qualifies as 1035 Exchange (PLR 9248013) A recent private letter ruling has clarified the status under Code 1035 of an...

 

Friday, January 6, 2017

Enterprising Insights See the attached article discussing planning before interest rates rise. View Full Article Here MARKET TREND: Planning with estate “freezes” has been popular in this low interest rate environment. The...

 

Tuesday, December 27, 2016

Are you staring at millions of dollars in taxes if you sell your business? Today, 78 percent of business owners have no formal transition team in place; 83 percent have no formal transition plan in place; and 49 percent have done no...

 

Tuesday, December 27, 2016

In the December Edition of Knox Enterprising Ideas for Business Succession and Exit Planning, we cover the following: Pillar 5 – Level Up Previously we introduced the “Five Pillars of Business Succession and Exit...

 

Monday, December 5, 2016

Premium financed life insurance is a strategy that many ultra-high-net-worth individuals are being pitched. While this strategy has significant benefits if achieved successfully, clients who are pitched this idea are often not educated...

 

Friday, December 2, 2016

Prediction Season We hope you are doing well and enjoying this holiday season. We wanted to touch base before the holidays become too hectic and share some thoughts that we believe are relevant as this year comes to a close. In the...

 

Tuesday, November 22, 2016

In this November edition of Knox Enterprising Ideas, we address the fourth pillar of business succession, “Manage your Silent Partner.” Every business has “silent” business partners. You won’t see them...

 

Monday, November 21, 2016

See the attached article discussing year-end planning post-election. View Article Here MARKET TREND: The potential for major tax reform is here, and change always breeds opportunity. Inertia is not a plan. SYNOPSIS: What we don't know:...

 

Monday, November 7, 2016

Knox Capital Advisors is being featured on Dimensional Fund Advisors’ Value of Advice YouTube channel during November. Dimensional, a global asset management firm with several hundred billion dollars in assets under management,...

 

Thursday, October 27, 2016

See the attached Enterprising Insights article giving an update on proposed regulations regarding valuation discounts. View Article Here MARKET TREND: For decades, the industry standard for determining the fair market value...

 

Thursday, October 27, 2016

In this October edition of Knox Enterprising Ideas, we address the third pillar of business succession, “Keep it clean.” We are less than two weeks away from the election! Inside our newsletter we explain new rules and...

 

Friday, October 14, 2016

Presidential Elections and the Stock Market Markets often experience an increase in volatility during presidential election months. While many investors attempt to guess the direction of the market based on election results, prevailing...

 

Tuesday, October 4, 2016

Lynn Ames, former EY tax partner, will join Knox Capital Group Salt Lake City, Utah September 28, 2016 Lynn Ames, former tax partner at Ernst & Young, announced that in his retirement from EY he will be joining Knox Capital Group, a...

 

Friday, September 30, 2016

September edition of Knox Enterprising Ideas for Business Succession and Exit Planning. Henry Knox was a military leader in the Continental Army known for his bright skill-set in enterprise and the ability to make things happen. He was...

 

Thursday, September 22, 2016

Index Reconstitution - The Price of Tracking We are often asked about how our investment management approach compares / contrasts to the use of index funds for portfolio design. Indexing offers exposure to markets while maintaining...

 

Tuesday, September 20, 2016

See the attached Enterprising Insights article focused on this proposed regulation and how it could affect your estate planning. View Article Here SUMMARY: On August 4, 2016, the Treasury Department and IRS issued long-awaited proposed...

 

Tuesday, August 9, 2016

August edition of Knox Enterprising Ideas for Business Succession and Exit Planning. Henry Knox was a military leader in the Continental Army known for his bright skill-set in enterprise and the ability to make things happen. He was at...

 

Thursday, July 7, 2016

Announcement: Current Volatility in the Market Place On June 23, citizens of the United Kingdom voted to leave the European Union. While there has been much speculation leading up to and since the vote, many of the longer-term...

 

Thursday, July 7, 2016

July 2016 When investing in stocks, understanding the volatility of their returns can be an important ingredient to help investors maintain a disciplined approach. People invest their capital hoping to earn a rate of return above that...

 

Tuesday, June 28, 2016

In this July edition of Knox Enterprising Ideas, we address “The 5 Pillars of Business Succession”, “Reverse Veil Piercing” by guest writer Lee McCullough, and “The Silent Partners Part II.” Henry...

 

Thursday, May 26, 2016

Check out our June newsletter focused Business Succession & Exit Planning. June 2016 Enterprising Ideas

 

Wednesday, February 10, 2016

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Wednesday, February 3, 2016

The performance of stock markets can be wildly different from day to day and year to year. Investors would do well to consider volatility to be normal....

 

Friday, January 8, 2016

With the Fed’s recent increase in interest rates and the talk that is going around, we wanted to keep you informed regarding our opinion on the subject matter. We value our client and hope this letter will help address any...

 

Wednesday, December 30, 2015

Understanding the cycle of investing may help you avoid easy pitfalls. //

 

Wednesday, November 18, 2015

This is a great video from one of our strategic partners, Dimensional Fund Advisors, on why guessing when to buy and sell in the market is so difficult. Enjoy!