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    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
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    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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*Securities and Investment Advisory Services offered through Royal Alliance Associates, INC, member FINRA/SIPC.
Insurance services offered through The Monteverde Group, LLC., which is not affiliated with Royal Alliance.  Royal Alliance Associates does not offer tax or legal advice.


Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved.  Advisors who participate in this program pay a fee for accreditation review/monitoring.  The Better Business Bureau is not affiliated with or endorsed by Royal Alliance associates. 



This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Royal Alliance Associates, INC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Royal Alliance Associates, INC Compliance Department at 212-551-5158.



This communication is strictly intended for individuals residing in the state(s) of FL, IL, IA, KY, MD, MS, MO, NY, NC, OH, PA, SC, TN, TX, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.