It’s Time to Consider Multiyear Tax Planning

The changes to tax law that took effect this year, including the near doubling of the standard deduction, mean you may benefit from multiyear tax planning. To reduce your tax bill, tax professionals say that individuals may want to change the pace of their charitable contributions, while business owners may want to spread out deductions…

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Elevage Partners Opens Office in Park City, Utah

PARK CITY, Utah – Elevage Partners, a financial advisory and wealth management firm with offices in California, Connecticut and Massachusetts, has opened an office on Prospector Avenue in Park City. “We’re proud to be a part of the Park City community,” says Jeff Powell, founder and chief executive officer. “We were happy to contribute to…

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Tips for Caring for Aging Parents

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live…

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Avoid Online Scams: Steps You Can Take to Be Vigilant

Earlier this year, the FBI issued a warning about evolving wire transfer email scams, which have hit the real estate industry particularly hard. From 2015 through 2017, there was a 1,100 percent rise in the number of real estate scams and a staggering 2,200 percent increase in reported monetary loss as a result. These statistics…

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Introducing Our Newest Team Member and Park City Office

We’d like to introduce you to our newest team member, Client Service Representative Leah Sturgis. Leah joined Elevage Partners in August and is based in our new office in Park City, Utah. Born and raised in Park City, Leah recently was graduated with honors from Florida State University, where she earned a bachelor’s degree in…

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This Year Consider a Twist on Holiday Gift-Giving

By Brian K. Case, Certified Financial Planner® While keeping up on my reading about the latest investing and planning developments, I was struck by an article on charitable giving and how it can make a difference in a world dominated by bad news and no shortage of good causes. Bruce DeBoskey, a philanthropy expert, came…

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Understanding Disability Insurance – And Why You Need Coverage

If a disabling illness or injury were to prevent you from working for weeks, months or even years, how would you support yourself and your family? If disability strikes, you may discover that your most valuable asset isn’t your home or your savings – it’s your ability to earn a living. Group disability insurance can…

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IRS Shuts Down State Tax Workaround

The IRS has released proposed regulations that would shut down some suggested workarounds for the new $10,000 limit on the deductibility of state and local taxes (SALT). The new guidance would close the door on a strategy offered by some states to circumvent the deduction limit by attempting to turn the taxes paid into charitable…

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Blockchain Explained: The Background Behind the Buzz

Blockchain is a data structure used to create a digital ledger shared among a distributed network of computers. In plain English, a blockchain reverses the way computer networks work and helps to make them more secure. Currently, computer networks connect to a central hub where information is stored. In blockchain, the information is stored on…

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Credit Freezes Can Help Protect You from ID Theft

Congress recently made several changes to credit rules that benefit consumers. You are now allowed to “freeze” and “unfreeze” your credit report free of charge at all three of the major credit reporting bureaus, Equifax, Experian and TransUnion. The law also extends free credit freeze protection to children under age 16 and increases initial fraud…

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