Market Watch

January 27, 2012 @ 10:37 PM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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Brandon Bay, Managing Partner
Andrew Meselson, Partner
Susan Chung, CLU
Joseph Hong,
Jong Ho Park, CPA

Under the leadership of Brandon Bay, PAG has hosted the Annual Advanced Planning Conference to provide professional financial information and advanced planning ideas to the Korean American CPA Society of Southern California (KACPA).  KACPA, as well as  many attorneys have also recognized PAG as a top financial group based on  PAG's integrity, unique resources, and innovative and practical financial strategies. PAG's reputation for the highest  level of professional ethics and reliability provides clients with an extrememly high level of confidence in the programs and products PAG recommends and helps implement.

 

 

 Areas of Service Provided by PAG

•Estate Conservation Strategies

Retirement Planning

• Asset Management Accounts

• Wealth Preservation & Accumulation Strategies

• Business Planning• Buy-Sell Plans

• Life Insurance for Key Person

• Deferred Compensation & Executive Bonus Programs

•  401(K) & other Company Sponsored plans

 

 

 

 

 

 

 

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Newsletters

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

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