ECONOMIC STRATEGIST BLOG

Private Access Society

Economic Strategist recently showcased its exclusive platform, Private Access Society (PAS), at the Spring Power Conference in Addison, Texas.  With three levels of membership, PAS is designed for individuals and organizations who are looking for an exceptional...

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Missing the April 15th Deadline Tax Date

If you haven't already filed you tax return, experts at Economic Strategist say you may owe Uncle Sam a pretty penny. "When you fail to file on time, which means by April 15th, there's a penalty. It's up to a twenty-five percent penalty." said Matthew Jennings, IRS...

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It’s Tax Season

Tax season is in full swing. Experts say tackling it this year could mean going through a lot of provisions that are not in effect. "There's been a lot of changes," said Tom Weickgenant, IRS Enrolled Agent and CFO at Economic Strategist. These changes are by the...

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Economic Strategist Specialized Trusts

Nelson Rockefeller famously said, “The secret to success is to own nothing, but control everything.” "This company focuses on a special type of trust," says Chief Compliance Officer and IRS Enrolled Agent, Matthew Jennings. "It's a non-grantor, irrevocable,...

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Internal Revenue Code: Section 643

This is a summary of IRS Code; Rule 643. It says if a Trust has a Simple or Complex provision, is Discretionary and no percent is designated to one Beneficiary that the Trustee of the Trust may make a declaration that the income is either Extraordinary Dividends,...

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