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2017 Tax Act and Qualified Opportunity Zones: Is It Really an Opportunity?

  July 5, 2019 Written by Russell Bucklew, Partner, CFP®, JD and Christopher Bergthold, Senior Client Associate, CFP®   The Tax Cuts and Jobs Act of 2017...

Estate Planning in the Aftermath of the 2017 Tax Cuts and Jobs Act

  June 13, 2019 Written by Russ Bucklew, Partner, CFP®, JD; Mary Ann Hennelly-Favata, CFP®, Senior Client Advisor; and Ena Dashi, Senior Client Associate Now that...

What Extra Return Must an Active Manager Provide to Outperform a Lower Cost Passive Equity Solution, Net of Fees and Taxes?

June 3, 2019 Written by Bruce Paulson, CPA, JD, CFP ®, Senior Client Advisor It is no secret: many active equity managers have a difficult...

To Gift or Not to Gift, That Is the Question

  April 8, 2019 Written by Bruce Paulson, CPA, JD, CFP®, Senior Client Advisor; Jennifer Arps, CFP®, Senior Client Advisor; Will Froelich, CFA®, Partner  ...

Hedge Funds and Taxes: Things Just Got Worse in Minnesota and Other High Tax States

September 18, 2018 Written by Bruce Paulson, Senior Client Advisor at MRA Associates   The new tax laws make worse an already rocky relationship between...

Do Tax Harvesting Solutions Deserve a Place in Your Passive (or Active) Portfolio?

June 4, 2018 By Bruce Paulson, Senior Client Advisor at MRA Associates   Investors who prefer lower expenses for their equity exposures often favor low...