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Our 2020 Year-End Planning Checklist for Uncertain Times

  • By Fairman Group
  • on October 26, 2020

One adjective that describes this year is ‘uncertain’. Regardless of what the future brings, proactive year-end planning is always essential. Here is a checklist of things to consider before the end of 2020.

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Proposed Regulations on Carried Interest Taxation

  • By Fairman Group
  • on September 8, 2020

The TCJA quietly added a provision to tax certain ‘carried interests’ at a higher tax rate. That addition—Internal Revenue Code Section 1061 (IRC 1061)—taxes certain carried interests at the ordinary income tax rate. Simply stated, carried interest is the...

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Estate Planning Strategies During Uncertain Times

  • By Fairman Group
  • on June 22, 2020

This could be an opportune time to consider transferring wealth to future generations—by transferring assets (at lower values) and taking advantage of historically low interest rates. As the world continues to face these unprecedented times, we at Fairman Group...

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The Latest News Affecting Your Financial Life

  • By Fairman Group
  • on January 18, 2020

The January 2020 edition of Fairman Group Perspectives highlights the retirement plan changes, Medicare costs, and college costs and trends.

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New Spending Package Includes Sweeping Retirement Plan Changes

  • By Fairman Group
  • on January 18, 2020

While there are several positive outcomes to the SECURE Act, such as being able to contribute to an IRA beyond age 70 ½ and increasing the Required Minimum Distribution (RMD) age to 72, there is also a potentially negative...

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Recent Posts
  • Breaking up Is Hard to Do: That Home in Florida May Not Save You From State Income Taxes December 7, 2020
  • Growth Versus Value—A Balancing Act, Not an All or Nothing Approach October 29, 2020
  • Our 2020 Year-End Planning Checklist for Uncertain Times October 26, 2020
  • Benefiting From Historically Low Mortgage Rates October 7, 2020
  • Next Nest: Working Remotely Through COVID-19 September 21, 2020
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About Us

Fairman Group takes a 360-degree view of your financial life, so you can gain a greater feeling of security and discipline as you make more proactive and informed decisions.

Our Approach

Our client-centered approach is flexible, offering full integration of your family’s financial planning, investment advice, and tax accounting needs, or services in select areas. Choose what you need from the services we offer in a cost-effective manner.

Contact Us

1200 Liberty Ridge Drive, Suite 320, Chesterbrook, PA, 19087
610-889-7300
serviceteam@fairmangroup.com

Investment advisory services are offered through The Fairman Group LLC. The Fairman Group LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940. View Our Compliance Statement