This month our firm celebrates 20 years of growth and working with discerning clients and talented partners.
The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original Setting Every Community Up for Retirement Enhancement Act (SECURE 1.0) enacted in 2019. SECURE 2.0 includes significant changes to the rules that apply to required minimum distributions from IRAs and employer retirement plans. Here's what you need to know.
A note from Monica: last November, Seascape Capital invited Mariana Budjeryn, a gifted Senior Research Associate with the Project on Managing the Atom at the Harvard Kennedy School Belfer Center to speak at an event we hosted at the One Hundred Club.
Keep this reference card handy! Clicking the link will automatically download a .pdf card of 2023 Key Financial Data, updated by any current legislation.
For the fourth year in a row, Seascape Capital advocated for animals in need as an "Animal Angel Sponsor" for the NHSPCA's Auction for the Animals. The NHSPCA helps save the lives of thousands of homeless and helpless animals in-need.
Clients and friends of Seascape Capital enjoyed an evening with Mariana Budjeryn at the One Hundred Club for Seascape's annual client event. Mariana is a regular contributor to CNN, BBC, Al Jazeera, France 24, The Guardian, and other media that seek out her analysis on the war in Ukraine. Please read on to learn more..
Medicare's Open Enrollment Period — which runs from October 15 through December 7 — is your annual opportunity to switch your current Medicare health and prescription drug plans to ones that better suit your needs.
The Seascape Capital Team spent a beautiful Volunteer Day at the Cross Roads House. We support their mission to meet the immediate needs of homeless families and individuals, and to provide them with the tools and guidance they need to successfully return to permanent housing.
The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks.
A qualified personal residence trust (QPRT) offers an excellent opportunity for homeowners with taxable estates to help reduce federal gift tax and avoid federal estate tax. Please read on to learn more and call us so we can help!
