Horizon Advisors has grown steadily since the firm was founded more than a decade ago. We are pleased to be recognized this year two different advisor rankings – Financial Advisor Magazine’s 2010 RIA Ranking and Wealth Manager Magazine’s 2010 Top… Read More
Conventional wisdom would suggest that the just-ended month of May could mark the end of a significant, but normal market correction. Since mid-April, markets around the world have declined by a measure exceeding 10%, which is the normal definition of… Read More
This year, 2010, marks the first year that high income taxpayers have had the option to convert a traditional IRA to a Roth IRA. For taxpayers with large IRA balances, and particularly those with substantial non-IRA assets, the conversion decision… Read More
With the April 15th deadline behind you and you begin to plan for 2010, we thought it would be a good time to remind you of the 2010 contribution limits for IRAs and the more common defined contribution retirement plans.… Read More
Whatever your opinion of the soon to be enacted Health Care Reform Bill, you have to be wondering, among other things, what does this mean for me and my plans? While we are still gathering more information about just what… Read More
The 2001 Tax Act provides for a one year expiration of the estate tax for taxpayers dying in 2010. After the one year moratorium, the estate tax exemption and marginal tax rates will return to those in effect before the… Read More
In the spirit of Thanksgiving, we would like to thank all of our clients and friends for their confidence and support over the past year. While we remain focused on our business and our stewardship responsibility to our clients’ financial… Read More
Money Saving Idea – Harvesting Tax Losses
While we have seen a remarkable recovery in the stock and bond markets over the past year, many investors continue to hold securities that are worth less than they paid for them. A… Read More
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Houston TX 77057
(713) 748-7000
Future Tax Changes
Future tax changes are “unusually uncertain”.
This description, borrowed from Fed Chairman Ben Bernanke’s recent remarks on the economic outlook, applies equally to the outlook for U.S. income tax and estate tax laws.
The “unusual uncertainty” arises because it… Read More