Our Thoughts On Archive

SD Medallion Services

Articles 21 - 30 of 34

SD Medallion Services, Wealth Management
Derek Eichelberger | 10.16.2015

The Psychology Behind Loss Aversion: Behavioral Finance and Investor Feelings

Knowing yourself is the beginning of all wisdom. -- Aristotle (384-322 BC) Aristotle understood how important it is for us to understand ourselves and

SD Medallion Services, Wealth Management
Schneider Downs Professional | 9.18.2015

Despicable Words: Making a Budget Work for You

As a financial planner, I have the opportunity to work with folks of various socioeconomic statuses. No matter who I’m talking with, the conversation

Real Estate, SD Medallion Services
Trevor Warren | 9.4.2015

Housing Industry 2015 Mid-Year Update

Until the recent shake-up in the stock market, the economy seemed to be moving along pretty well during the first half of 2015, including the residential

Affordable Care Act (ACA), SD Medallion Services, Tax
Catherine Martz | 8.28.2015

The Affordable Care Act's Impact on the Self-Employed

Under the Affordable Care Act (ACA), much of the focus has been placed on businesses and how they must comply with the various mandates within the law.

Estate Planning, SD Medallion Services, Tax
Michael Darpino | 8.17.2015

Estate Tax Closing Letters No Longer Automatic

The Internal Revenue Service (the “IRS”) has recently changed its procedures regarding the issuance of closing letters upon the filing of a

Estate Planning, SD Medallion Services, Tax
Michael Darpino | 8.10.2015

IRS Issues Final Estate Tax Portability Rules

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 introduced a new concept known as “portability” to the

SD Medallion Services, Tax
Maria Stromple | 8.10.2015

Retirement Planning Techniques May Be Shut Down

A number of President Obama’s recent budget proposals are directed at eliminating certain retirement planning techniques. Congress for many years

Estate Planning, SD Medallion Services, Tax
Michael Darpino | 7.31.2015

How the Highway Trust Fund Bill Could Affect Your Inheritance

On July 15, the House of Representatives passed the Highway and Transportation Funding Bill of 2015, Part II (H.R. 3038) by a 312 to 119 vote. Introduced

SD Medallion Services
Marko Zivanov | 7.28.2015

IRS Proposed Regulations Remove Requirement to Attach a Copy of Code Sec. 83(b) Election with the Tax Return

To assist taxpayers in e-filing of individual tax returns, the IRS has issued proposed regs[1] that eliminate the requirement that taxpayers must submit

SD Medallion Services
Hope Van Wagenen | 7.23.2015

Will Giving America a Raise Help or Hurt? The New Overtime Pay Proposal

In 1938, President Franklin Delano Roosevelt signed a bill that marked a milestone for the United States' workforce. The Fair Labor Standards Act of

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