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Concord Investment Counsel

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Concord Investment Counsel | blog.cichome.com Reviews

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Read more on Concord Investment Counsel's Blog.

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Concord Investment Counsel

http://blog.cichome.com/2012/01/tax-planning-for-life-events_30.html

January 30, 2012. Tax Planning for Life Events - Inheritance. Heirs reckon with capital gains and income taxes. In any case, knowing the tax consequences of your inheritance is important. Here we’ll consider typical inherited assets and the taxes associated with them. If You Inherit Assets. Here’s how it might work for you:. Would you rather have column A or B? Thanks to a provision of the Internal Revenue Code, most assets receive a step-up in cost basis to the value on date of death. So if the cost...

2

Concord Investment Counsel

http://blog.cichome.com/2011/12/where-is-western-europe-headed.html

December 13, 2011. Where is Western Europe Headed? Global markets hang in the balance as Europe's economy grapples with financial crisis. Is there a solution to the problem? Will light emerge at the end of the EU tunnel? Leave the union and revert back to their own currencies. 2) Fan the flames of chaos and hope the riot forces the EU to help them without concessions. 3) Accept the EU’s terms. It seems reasonable that the European Union will eventually get limited control over the spending of its members...

3

Concord Investment Counsel

http://blog.cichome.com/2012/01/january-2012-economic-review-and.html

January 10, 2012. January 2012: Economic Review and Outlook. Anchored by the Scars of the Last Cycle. Product innovation is another significant engine that made the 90’s such a great cycle for growth and is still alive today. The most exciting and notable areas include healthcare, energy, consumer electronics, and telecom. Fortunately, capitalism is still alive and growing and is the root of great innovation. How does a reasonable investor balance the engines of growth against the obstacles on the road?

4

Concord Investment Counsel

http://blog.cichome.com/2012/01/tax-planning-for-life-events-highly.html

January 23, 2012. Tax Planning for Life Events - Highly Appreciated Assets. Sell an asset for profit and you'll pay capital gains taxes, right? As you move your token along the tax-game board called Find the Money, you land on the space labeled Sell a highly appreciated asset. Nice. There’s a lump sum of cash coming your way. But hold it there, Rockefeller you only get to keep what’s left after taxes. I like a profit but that’s a lot of taxes. Isn’t there a better way? Throw down a net. Now you can make ...

5

Concord Investment Counsel

http://blog.cichome.com/2012/01/1_12.html

January 12, 2012. Tax Planning for Life Events - High Income. Smart tax ideas are up for grabs - can you find the money? During tax season we reckon with multiple facets of the massive, quirky, and complex US tax code. While most tax activity involves cash flowing passively from us to the government, some of it requires action on our part to reverse the flow back to us. For perspective on these tax management activities, let’s think of the US tax code as a board game. Miss the ramp to foreign taxes paid.

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Concord Investment Counsel | Services

http://www.cichome.com/services/services.html

Trust and Estate Planning. To learn more about Concord's comprehensive financial planning services. To see if your investments are on track to reach your goals. For contact information or to submit a request to Concord. Read Concord's most recent Market Commentary. Click here to try out our new financial calculators. 9811 Irvine Center Drive, Suite 200. Irvine, CA 92618.

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Concord Investment Counsel

http://www.cichome.com/index.html

Receive a free subsciption to our exclusive newsletter, filled with market insights and financial planning tips:. View a sample of our most recent newsletter. View Our Full Profile. Concord provides comprehensive wealth management services, including investment management, financial planning, income distribution, trust and estate planning, tax strategy and more. Read More About Our Services. Read More About Our Investment Strategies. New on the Concord Blog. Read Concord's most recent Market Commentary.

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Concord Investment Counsel | About Us

http://www.cichome.com/about/about.html

Mitch Pletcher, President and CIO. To learn more about Mitch Pletcher, our President and Chief Investment Officer. To learn more about Concord's comprehensive wealth management services. For contact information or to submit a request to Concord. Read Concord's most recent Market Commentary. Click here to try out our new financial calculators. 9811 Irvine Center Drive , Suite 200. Irvine, CA 92618.

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Concord Investment Counsel | News

http://www.cichome.com/news/news.html

To learn more about the Concord investment team. To learn more about Concord's comprehensive wealth management services. For contact information or to submit a request to Concord. Concord's exclusive and Insightful commentary on the economy, investments and recent headlines. US Consumer takes back Role as Workhorse. The Economy and Markets are in Yo-Yo Form. Will China Undermine US Economic Growth? China's Growth Problems Weigh on Global Outlook. Markets Languish in the Second Quarter. Irvine, CA 92618.

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Concord Investment Counsel | Strategies

http://www.cichome.com/strategies/strategies.html

Dynamic Growth and Income. To learn more about the Concord investment team. To learn more about Concord's comprehensive wealth management services. For contact information or to submit a request to Concord. Read Concord's most recent Market Commentary. Click here to try out our new financial calculators. 9811 Irvine Center Drive, Suite 200. Irvine, CA 92618.

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Concord Investment Counsel | Calculators

http://www.cichome.com/services/calculators.html

Trust and Estate Planning. To learn more about Concord's comprehensive financial planning services. To learn more about the Concord advisory team. For contact information or to submit a request to Concord. Are your investments on track to reach your retirement goals? How much income will you have available from your investments during retirement? Starting Retirement Investment Value:. Annual Income in Retirement:. Required Annual Investment Return. Required Annual Investment Return:. Irvine, CA 92618.

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