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What Tax Reform Means for Divorcing Couples by Stefan Pastor

Posted on March 14, 2018

The Tax Cuts and Jobs Act (TCJA), which overhauls the U.S. tax code, turns traditional estate planning for divorcing couples on its head by changing the way the IRS will treat alimony payments beginning on Jan. 1, 2019. Under current law, payments of spousal support are deductible by the payer […]

We are Hiring – Executive Assistant in Ft. Lauderdale

Posted on March 02, 2018

Job Title:             Executive Assistant Reports To:         COO Send resumes to Job Purpose:      As an Executive Assistant of Provenance Wealth Advisors, you will use intermediate skills obtained through experience and training to provide a wide variety of administrative and staff support functions.  In your role, you will follow established […]

Legacy Planning under Tax Reform UPDATED by Scott Montgomery, CLU, ChFC

Posted on February 20, 2018

With the president’s signature on the Tax Cuts and Jobs Act, fewer families will be subject to the federal estate, gift and generation-skipping transfer (GST) tax beginning in 2018. However, the law’s expansion of the federal estate tax exemption from $5.29 million to $11.2 million for individuals ($22.4 million for […]

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