Keep this reference card handy! Clicking the link will automatically download a .pdf card of 2022 Key Financial Data, updated by any current legislation.
At Seascape Capital, we believe it's never too early to start planning for next year. Is 2022 the time to do the math on a Charitable Lead Trust? Please read on to see if you could benefit from a Charitable Lead Trust, and call us to learn more.
For the third year in a row, Seascape Capital advocated for animals in need as an "Animal Angel Sponsor" for the NHSPCA's Auction for the Animals. It's a cause near and dear to our hearts as our own furry friends hold the position of "Chief Morale Officers" in our office.
At the end of 2019, President Trump signed a federal spending package that included the Setting Every Community Up for Retirement Enhancement (SECURE) Act. A provision in this legislation effectively eliminated the "stretch IRA," an estate-planning strategy that allowed an IRA to continue benefiting from tax-deferred growth, potentially for decades. Most nonspouse beneficiaries, including children and grandchildren, can no longer "stretch" distributions over their lifetimes. Individuals who plan to leave IRA and retirement plan assets to heirs — and individuals who stand to inherit retirement assets — should understand the new rules and distribution options. Please call us if you have questions so we can help.
The current Internal Revenue Code offers less tax saving strategies than earlier versions of 30-40 years ago. One little known strategy is worth considering if your employer offers a qualified plan allowing you to buy stock in that employer. The savings can be the difference between the tax rate on your earned income and the tax rate on capital gains. Please read on to learn more and call us if we can help.
We were thrilled to attend the Investments & Wealth Institute's collaboration with the University of Chicago Booth School of Business Executive Education for the Wealth Advisor Forum 2021 on the themes of Concentrated Wealth Strategies and Executive Compensation. We enhanced our knowledge on tax strategies for business owners selling their companies, estate planning techniques, and executive compensation.
The Seascape Capital Team spent a beautiful Volunteer Day at Hope on Haven Hill. We support their mission in providing a safe, nurturing home for pregnant women with substance use disorder, along with their children, empowering them to be successful in recovery.
Successful teams develop and enjoy Esprit De Corps which means “union is strength”.
"Who Let the Dogs In?"
Seascape Capital Management was proud to be a Gold Sponsor again this year for the Cross Roads House 19th Annual Benefit by the Sea Gala, held virtually on April 17, 2021. The money raised through the Annual Benefit by the Sea plays an integral role in supporting the mission of Cross Roads House, to provide emergency and transitional shelter to homeless men, women, and children in the Seacoast area.
