The Arizona Legislature has increased the credits for contributions to qualifying charitable organizations and for contributions to qualifying foster care charitable organizations for 2016. 2016, S1216, effective 08/06/2016 and retroactively applicable to taxable...
Estate Planners can Learn Lessons from David Bowie’s Will By Bruce D. Steiner A few weeks ago, the world experienced the passing of Aretha Franklin, a music icon. Within days of her death, it was reported that she left no will and none of her assets were held in...
By Allison Bressi, Compliance & Administrative Manager At Versant Capital Management, we stay apprised of the latest information pertaining to ethical conduct in the financial industry. Recent studies by the Financial Industry Regulatory Authority (FINRA),...
IRS Special Edition Tax Tip 2015-18 The IRS continues to warn consumers to guard against scam phone calls from thieves intent on stealing their money or their identity. Criminals pose as the IRS to trick victims out of their money or personal information. Here...
By Norm Miller, Senior Wealth Counselor My wife and I moved to Arizona from California in 1999 and I took some time off from work to explore whether I wanted to remain in engineering or pursue a new career in my late 40s (it’s great to have such a supportive...
By Allison Bressi, Versant Capital Management Compliance & Administrative Manager Email-based wire fraud is becoming commonplace in the world today as thieves learn new methodology to steal client money. This is a tactic where fraudsters gain access to a client’s...
