Articles To Help Your Planning

As a service to Centier clients, we are pleased to provide published articles on a variety of topics concerning your financial planning.

Hot Topics

April


Ask A Trust Officer: Social Network Investing

DEAR TRUST OFFICER: I’ve heard that soon we’ll be seeing legitimate investment offerings on LinkedIn and Facebook. Is that true?—SOCIAL NETWORK SKEPTIC

Read Full Article

When Estate Planning Becomes Basis Planning

Old conventional wisdom: Minimize estate and/or inheritance taxes by making lifetime transfers and taking appropriate steps to reduce the taxable value of transfers.  New conventional wisdom for many “smaller” estates: Avoid lifetime transfers, especially of appreciated assets, and maximize asset values at death.

Read Full Article

A Tweak to the Rollover Rules

Taxpayers are allowed to make one tax-free IRA rollover per year.  IRS Publication 590 states that the rule applies per IRA.  As it turns out, Publication 590 is wrong.

Read Full Article

Profits and the Economy

In late March, the Commerce Department reported that after-tax corporate profits were up 4.8% in the last quarter of 2013.

Read Full Article

Live Chat