Treybourne Blog

Welcome to our blog. Stop by and stay awhile!

2017 Year-End Tax Planning

With the Senate and House passing the tax bill yesterday and President Trump expected to sign the bill soon, it is virtually certain that the Tax Cuts and Jobs Act of 2017 will become law.  Over the course of the next several months we intend to delve into some of the details of the new provisions in the law but with so little time left before year-end this Communiqué will focus on a summary of new or changed provisions that apply to individuals and most importantly, some year-end planning strategies that each of us should consider.  It has been our experience that if a document is over two pages most readers will quit reading so rather than review the new law and then explain year-end planning opportunities, we are doing this backwards – first, the year-end planning recommendations and then, the explanation of the pending new law provisions!  Unfortunately, the...
Continue reading
348 Hits

Indiana School Scholarship Tax Credit Program

Indiana Code 20-51 and Indiana Code 6-3.1-30.5 create a School Scholarship and School Scholarship Tax Credit Program. Funding for scholarships come from private, charitable donations to qualified scholarship granting organizations (SGOs). Donors (individuals or corporations) are eligible to take advantage of a 50% tax credit. While there are no limits on the size of qualifying contributions to an SGO, the entire tax credit program has a limit of $12.5 million for FY2018. This permits up $25 million in donations and scholarships for FY2018.   Individuals may also deduct the entire contribution on one’s federal tax return. Consequently, if you are the 25% Federal tax bracket, a $1000 contribution saves you $250 on your Federal return and $500 on your Indiana return, for an out-of-pocket expense of $250. This school scholarship program is very heavy on tax benefits, so I urge you to consider contributing to this scholarship program.   You might ask who...
Continue reading
157 Hits

Hope And Luck Are Not Successful Investment Approaches

We get it; when markets are turbulent, particularly when stocks fall unexpectedly, resisting the urge to start looking for reasons to bail out of the market can be a tall order. Yet the future is inherently uncertain; there are no guarantees in life or when it comes to investing. Anything can happen.   If you have a sound investment process though, these are the times when you really need to stick with it, remaining disciplined and consistent in executing it. Otherwise, you will be at the whim of both your emotions and the market’s random moves. It’s possible to get lucky once or twice by exiting the market right before a big drop or jumping in just before an extended rally. But hope and luck are neither sustainable nor successful investment approaches.   One of the few truisms about investing is that stocks will go up and they will go down....
Continue reading
311 Hits

Welcoming Timothy Voegele, CFA®, CFP®

You might have seen the news release late last year when we announced Treybourne Wealth Planners (TWP) hired Timothy Voegele, CFA®, CFP®. You are likely familiar with the CFP® (Certified Financial Planner) designation since Stephanie Willison and I are CFP® professionals, and Jessica Beaman is well on her way to attaining this well-known planning designation.  The CFA® (Chartered Financial Analyst) is new to TWP so I thought I would explain to you the reasons we are glad to add Tim to our team.  Tim successfully completed all 3 levels of the CFA® study level process: Level I: Focuses on a basic knowledge of the ten topic areas and simple analysis using investment tools Level II: Emphasizes the application of investment tools and concepts with a focus on the valuation of all types of assets Level III: Focuses on synthesizing all of the concepts and analytical methods in a variety of applications for effective...
Continue reading
516 Hits

Tell a Friend

Featured News

Contact Us

609 Treybourne Drive, Suite B
Greenwood, Indiana 46142
Phone: 317-881-6670 (press 2)
Fax: 317-887-5692
This email address is being protected from spambots. You need JavaScript enabled to view it.