Insights

Search & Filter

November 19, 2021
Legislative Update: Build Back Better
On Nov. 3, 2021, following the Oct. 28, 2021, release of the negotiated Build Back Better plan, the…
Legislative Update: Build Back Better Read More
November 5, 2021
Tax Reform: New Legislative Language Released
Tax reform in 2021 continues to be a wild ride. Additional language was released on November 3. According to Finseca, the 2135-page legislation makes several…
Tax Reform: New Legislative Language Released Read More
October 31, 2021
Dow Dogs Lagging Broader Market Since First Quarter
The Dogs of the Dow investment strategy jumped out to a fast start during the first quarter, outperforming both the S&P 500 Index and the Dow Jones Industrial…
Dow Dogs Lagging Broader Market Since First Quarter Read More
October 28, 2021
The "Neal Proposal": Proposed Legislation and Action Items
Released on Sept. 13, 2021, the "Neal Proposal" to the U.S. House of Representatives Ways and Means…
The "Neal Proposal": Proposed Legislation and Action Items Read More
October 28, 2021
Wealth Transfer Under the Biden Tax Plan
President Joe Biden is proposing to eliminate "stepped-up basis" on property transferred at death…
Wealth Transfer Under the Biden Tax Plan Read More
October 28, 2021
Proposed Legislative Changes Would Impact Use of ILITs in Estate Planning
This paper discusses proposed legislation that would impact current life insurance and estate…
Proposed Legislative Changes Would Impact Use of ILITs in Estate Planning Read More
October 22, 2021
Investor Letter Fall 2021
The balance of 2021 will round out a year of extremes. Hot inflation readings, manufacturing…
Investor Letter Fall 2021 Read More
October 5, 2021
Preparing the Next Generation has Never Been More Important - Introducing HORAN NextGen
Lately much is written on the ongoing uncertainty regarding whether a 2021 tax reform bill will significantly change the law of wealth transfer taxation…
Preparing the Next Generation has Never Been More Important - Introducing HORAN NextGen Read More
September 14, 2021
Our Cincinnati Office is Moving to Towers of Kenwood
Since HORAN’s establishment in 1948, we have evolved from a one-person operation to a team of over…
Our Cincinnati Office is Moving to Towers of Kenwood Read More
Back to the Top