April 11, 2013 In Tax Strategy By Vince Lee, CPA/PFS, CFP®

Tax Filing Reminders….

The filing due date for your individual income tax return is coming up and is due on April 15, 2013.  If you are not going to be able to file your return on time, you can request additional time by filing an extension by the April 15th due date.  The extension gives you an additional six months; until October 15th to file your return.   However, it’s important to note the extension does not give you any extra time to pay any taxes due.  If you do not pay the taxes that you owe by the April 15th due date, you will owe interest on the taxes due and you may owe penalties as well. READ MORE

April 11, 2013 In Planning By Kurt Biederman

Estate Planning in a Post 2012 Taxpayer Relief Act Environment

For many people, the last few months of 2012 were an estate planning headache weighing the costs and benefits of gifting to children or trusts while debating whether the Federal government would increase or decrease the lifetime unified credit.  The lifetime unified credit is the total combined amount you may transfer while alive (without incurring gift tax liability) and through your estate (without incurring estate tax liability), referred to hereinafter as the “exemption amount”.  For the better part of a decade, there has been uncertainty and the looming deadline of legal change.  After the passage of the American Taxpayer Relief Act of 2012 (“Act”), we now know the rules of the game going forward.   READ MORE

March 19, 2013 In Coldstream Happenings By Detlef Schrempf

F5 St. Patty’s Day Dash Success!

The sun came out to shine on the 13,000+ participants and 300+ volunteers, who made the 29th St. Patty’s Day Dash a huge success! Over a dozen companies took the Coldstream corporate team challenge to increase internal wellness. The winning team was Coinstar with 115 runners over F5, Zonar Systems, T-Mobile, Deloitte & Touche, NY Life, NorthCoast Electric, Coldstream and others. Congrats to Coinstar!

Thanks for the support and your participation to make your work environment a healthier place!

Booth banner w bananas St Paddys Dash 2013 Pictures 028Start!

RB Soccer grp w Det St Paddys Dash 2013 Pictures 012St Patty's Day Dash the girls March 17th

KF Bryce Chris B St Paddys Dash 2013 Pictures 022Jonas w family St Paddys Dash 2013 Pictures 019

 

 

 

 

 

 

 

February 21, 2013 In Coldstream Happenings, Market Commentary, Markets By Detlef Schrempf

Coldstream Special Event – Jason Trennert, Strategas Partners Presentation

Strategas Investment Strategy Outlook – Equities & The T.I.N.A. Factor January 2013

Coldstream had the honor of hosting Strategas Research Partners on January 23rd at Overlake GCC. Strategas’ Chief Strategist and a regular on CNBC, Jason Trennert shared his major investment themes for 2013 in a post-election environment with “fiscal cliff” uncertainty.

Watch the video: https://www.coldstream.com/events

 

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