Certified Financial Planner Board of Standards - 2023 Tax Tables
2023 Single Individuals Income Tax Rates
2023 Married Individuals Filing Jointly And Surviving Spouses Income Tax Rates
2023 Married Individuals Filing Separately Income Tax Rates
2023 Heads Of Households Income Tax Rates
2023 Net Investment Income Tax
2023 Additional Medicare Tax
2023 Long-term Capital Gains Rates
2023 Estates And Non-grantor Trusts Income Tax Rates
2023 Standard Deductions
2023 Retirement Plan Contribution Limits & Phase-outs
2023 Estate And Gift Tax Rates & Exemptions
2023 Social Security Wage Base & Earnings Limits
Social Security Full Retirement Ages
2023 Health Savings Account Limits
2023 Education Phase Outs
2023 Alternative Minimum Tax (Amt) Exemptions, Phase Outs & Rates
Certified Financial Planner Board of Standards - 2022 Tax Tables
2022 Single Individuals Income Tax Rates
2022 Married Individuals Filing Jointly And Surviving Spouses Income Tax Rates
2022 Married Individuals Filing Separately Income Tax Rates
2022 Heads Of Households Income Tax Rates
2022 Net Investment Income Tax
2022 Additional Medicare Tax
2022 Long-term Capital Gains Rates
2022 Estates And Non-grantor Trusts Income Tax Rates
2022 Standard Deductions
2022 Retirement Plan Contribution Limits & Phase-outs
2022 Estate And Gift Tax Rates & Exemptions
2022 Social Security Wage Base & Earnings Limits
Social Security Full Retirement Ages
2022 Health Savings Account Limits
2022 Education Phase Outs
2022 Alternative Minimum Tax (Amt) Exemptions, Phase Outs & Rates
Certified Financial Planner Board of Standards - 2021 Tax Tables
2021 Single Individuals Income Tax Rates
2021 Married Individuals Filing Jointly And Surviving Spouses Income Tax Rates
2021 Married Individuals Filing Separately Income Tax Rates
2021 Heads Of Households Income Tax Rates
2021 Net Investment Income Tax
2021 Additional Medicare Tax
2021 Long-term Capital Gains Rates
2021 Estates And Non-grantor Trusts Income Tax Rates
2021 Standard Deductions
2021 Retirement Plan Contribution Limits & Phase-outs
2021 Estate And Gift Tax Rates & Exemptions
2021 Social Security Wage Base & Earnings Limits
Social Security Full Retirement Ages
2021 Health Savings Account Limits
2021 Education Phase Outs
2021 Alternative Minimum Tax (Amt) Exemptions, Phase Outs & Rates
Certified Financial Planner Board of Standards - 2020 Tax Tables
2020 Single Individuals Income Tax Rates
2020 Married Individuals Filing Jointly And Surviving Spouses Income Tax Rates
2020 Married Individuals Filing Separately Income Tax Rates
2020 Heads Of Households Income Tax Rates
2020 Net Investment Income Tax
2020 Additional Medicare Tax
2020 Long-term Capital Gains Rates
2020 Estates And Non-grantor Trusts Income Tax Rates
2020 Standard Deductions
2020 Retirement Plan Contribution Limits & Phase-outs
2020 Estate And Gift Tax Rates & Exemptions
2020 Social Security Wage Base & Earnings Limits
Social Security Full Retirement Ages
2020 Health Savings Account Limits
2020 Education Phase Outs
2020 Alternative Minimum Tax (Amt) Exemptions, Phase Outs & Rates
Certified Financial Planner Board of Standards - 2019 Tax Tables
2019 Single Individuals Income Tax Rates
2019 Married Individuals Filing Jointly And Surviving Spouses Income Tax Rates
2019 Married Individuals Filing Separately Income Tax Rates
2019 Heads Of Households Income Tax Rates
2019 Net Investment Income Tax
2019 Additional Medicare Tax
2019 Long-term Capital Gains Rates
2019 Estates And Non-grantor Trusts Income Tax Rates
2019 Standard Deductions
2019 Retirement Plan Contribution Limits & Phase-outs
2019 Estate And Gift Tax Rates & Exemptions
2019 Social Security Wage Base & Earnings Limits
Social Security Full Retirement Ages
2019 Health Savings Account Limits
2019 Education Phase Outs
2019 Alternative Minimum Tax (Amt) Exemptions, Phase Outs & Rates
Certified Financial Planner Board of Standards - 2018 Tax Table
2018 Single Individuals Income Tax Rates
2018 Married Individuals Filing Jointly And Surviving Spouses Income Tax Rates
2018 Married Individuals Filing Separately Income Tax Rates
2018 Heads Of Households Income Tax Rates
2018 Net Investment Income Tax
2018 Additional Medicare Tax
2018 Long-term Capital Gains Rates
2018 Estates And Non-grantor Trusts Income Tax Rates
2018 Standard Deductions
2018 Retirement Plan Contribution Limits & Phase-outs
2018 Estate And Gift Tax Rates & Exemptions
2018 Social Security Wage Base & Earnings Limits
Social Security Full Retirement Ages
2018 Health Savings Account Limits
2018 Education Phase Outs
2018 Alternative Minimum Tax (Amt) Exemptions, Phase Outs & Rates
Certified Financial Planner Board of Standards - SECURE Act of 2019
Maximum Age For Traditional IRA Contributions Repealed
Portability Of Lifetime Income Options
Required Minimum Distribution Age Increased From 70½ To 72
Disclosure Regarding Lifetime Income
Expansion Of 529 Education Savings Account
Modified Required Minimum Distribution Rules
Certified Financial Planner Board of Standards - Tax Cuts And Jobs Act of 2017
Individual And Corporate Tax Rates Lowered
Standard Deductions Changes
Personal And Dependent Exemptions Repealed
State And Local Taxes (Salt) Changed
Mortgage Interest Deduction Limit. New Debt Incurred
Home Equity Loan Debt Limited To Cost Of Home
Charitable Contribution Ceiling Increased
Medical Expenses Deduction Changed
Deductions For Investment Expenses, Tax Prep Fees, And Unreimbursed Employee Expenses Are Eliminated
Personal Casualty Losses Limited
Personal Theft Loss Deduction Is Repealed
Itemized Deduction Phase-out Eliminated
Child Credit Increases. The Income Level At Which The Credit Begins To Phase Out Also Increases
Beginning With 2019, Agreements Alimony Payments Are Not Deductible By The Payer Nor Are They Taxable To The Recipient
Alternative Minimum Tax (Amt) Exemption Is Increased Allowing More Taxpayers To Avoid Amt
529 Plans Can Be Used Prior To College (K-12) For Up To $10,000
Roth IRA Re-charcterization Rules Have Changed To Eliminate Option
Investment Income Of A Child Will Be Taxed At Trust Income Tax Rates Rather Than Individual Income Tax Rates
Able Accounts Enhanced
Estate Exclusion Doubled Per Person, Effective In 2018 (Gift/Estate/Generation-skipping Transfer (Gst) Tax Exemption)
Changes To Property Depreciation Rules
Business Entertainment Expenses Eliminated
Changes To Section 1031 Like Kind Exchanges
Changes To Deductions Of Reit Dividends
20% Deduction For Qualified Business Income Of S Corporations
Tax Smart Investing 2020
The Evolving Tax Code And What It Means To You
Why Investors Are Likely Paying More Taxes Than Necessary
Most Important, The Tools Available To Fight Uncertainty And Help You Keep More Of What You Make—in Any Market Environment
The Keys to Building More Tax-efficient Portfolios
Tax-efficient Investing: It’s Not Just For The Ultra-wealthy
Strategies To Help Investors Keep More Of What They Earn
Tax Management Techniques
Choosing The Most Tax-efficient Vehicles
Implementing A Tax-managed Solution
The Future Of Tax-managed Portfolios
Build Better, More Tax-efficient Portfolios
The Power Of Diversification - Asset Class Returns From 2000-2019
Asset Class Returns: Annual Returns for Key Indices (2000-2019)
Asset Allocation Risk and Reward: Annual Returns (1958-2019)
Get to know why TAN Wealth Management partner with SEI
Who Is SEI?
SEI Private Trust Company
Some Examples Over The Last 50 Years
Corporate Clients
Monthly Market Commentary - May 2020
Global financial markets continued their sharp rallies in May amid loosening lockdowns, promising progress toward COVID-19 vaccine development, and the ongoing extraordinary support of central banks.
Legislation passed the Congress in early June that would adjust Paycheck Protection Program rules to extend the period during which companies can spend loan proceeds and remain eligible for loan forgiveness, as well as allow a lower minimum share of loan proceeds to go toward covering payroll.
We remain mindful of the known risks inherent to investing in the capital markets as well as the potential for devastating surprises such as the COVID-19 pandemic that struck in early 2020 and remains a threat today.
Quarterly Market Commentary - q1 2020
The arc of global financial markets during the first quarter corresponded with the unfolding realization that outbreak-induced shutdowns would cripple large cross-sections of the world economy.
Investors’ dash for cash created chaotic market conditions around the globe—prompting major central banks to resume global financial crisis-era policies in March, which have appeared to help markets return toward orderly function.
If your portfolio is aligned with your goals, time horizon and risk tolerance, then time and patience should be on your side. We think selling now could mean missing the rebound that will inevitably happen.
Monthly Market Commentary - February 2020
Concerns about the international spread of a novel coronavirus (COVID-19) continued to dominate financial markets throughout February.
Developed-market government bond yields tumbled as investors sought “safe-haven” assets amid equity-market volatility that crescendoed to the highest level since August 2015 (bond yields fall when their prices rise).
We maintained our emphasis on strategic (long-term) investing over tactical (short-term) decision-making, as it is impossible to identify with complete accuracy how investors might react to macroeconomic shifts.
Monthly Market Commentary - January 2020
U.S. stocks climbed through mid-January before selling off to end the month essentially flat as volatility jumped on rising concerns about the coronavirus outbreak that began in China.
The U.S. and China formalized a “phase one” trade deal that offered tariff relief to China in exchange for commitments to purchase $200 billion in U.S. products, reforms to its forced technology transfer practices, and the continued opening of its financial-services industry to foreign investors.
We retain our emphasis on strategic (long-term) investing over tactical (short-term) decision making, as it is impossible to identify with complete accuracy how investors might react to macroeconomic shifts.
Portfolio Update - Private Client Strategies Fourth Quarter 2019
Strategy Update
Investment Objective
How Did The Strategy Perform?
What Were The Main Drivers Of Performance?
Quarterly Market Commentary Fourth Quarter 2019
Equity and fixed-income markets around the globe wrapped up 2019 with above-average annual performance, giving investors the gift of optimism as they rang in the New Year.
China and the U.S. settled on a limited “phase-one” trade agreement in mid-December. The deal is expected to provide China with tariff relief and the U.S. with agricultural purchases, assurances that China will address forced technology transfer practices, and greater access to the Chinese financial services industry.
Figuring out how investors might react to shifting conditions is almost always a challenging exercise. With that in mind, as always, we retain our emphasis on long-term, strategic investing over tactical reactions to short-term events.