General

How Charitable Giving Can Help Fulfil Your Required Minimum Distribution

The golden years come with much more fun than just early bird specials, senior discounts, and a subscription to AARP. It’s time to finally enjoy and reap the benefits of your life’s work. Now that you’re (likely) in retirement, you may also be thinking of ways that you can give back or leave a legacy […]

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How Biden’s New “American Families Plan” Tax Proposal Might Affect Your Financial Plan

Earlier in the year, President Biden proposed the Families Act, giving us a hint into what changes may be in store should a bill be passed. Now, however, Democrats on the House Ways and Means Committee have released their official tax proposals, providing much more insight into what the potential changes could entail and more

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Are You Aware of the Child Tax Credit Changes?

New changes thanks to the American Rescue Plan Act – but just for 2021 The Child Tax Credit was introduced through the Taxpayer Relief Act of 1997 and it was a $500-per-child nonrefundable credit to provide tax relief to families. And over the past 20+ years, there have been a dizzying number of modifications that have increased the

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Taylor Faw Joins Strathmore as Chief Compliance Officer

Strathmore Capital Advisors is pleased to welcome Taylor Faw to our team as Chief Compliance Officer. Prior to joining Strathmore, Taylor was a Lead Compliance Associate with Fairview Investment Services, LLC in Raleigh, North Carolina. He worked with a variety of investment advisers and investment companies to develop, implement, and maintain compliance programs and initiatives.

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