News & Insights
Light reading. Heavy return on investment.
Moneta experts continually contribute to the conversation around wealth management strategies, planning and education. Check back often for new content.
The latest
-
How Some Taxpayers are using Pass-Through Entity Taxes to Avoid the SALT Cap Limit
Starting in 2018, the Tax Cuts & Jobs Act limited the State and Local Tax (SALT) deduction on individual taxpayers’…
-
Compardo, Wienstroer, Conrad & Janes Adds Senior Tax Strategist to the Team
Compardo, Wienstroer, Conrad & Janes is excited to introduce our newest team member, Senior Tax Strategist Abby Donnellan, CPA. Abby…
-
Proposed Tax Legislation Establishes Need for Income and Estate Planning
High-income and high-net worth individuals should expect a dramatic change in the tax and estate planning landscape.
-
Diane Compardo Again Recognized by Forbes Shook as Highest Ranked Female Advisor in Missouri
ST. LOUIS – For the fourth year in a row Diane Compardo, CPA, CFP®, PFS, AWMA, has been named to…
-
When Your Family Vacation Home Turns Into More Than A Home
By Anna McDonald It’s no exaggeration to say every family going on vacation at some point has had an “Oh…
-
Why the Stock Market Cares About Interest Rates
By Matt Schaller MBA, CFA, CFP®, advisor Over the last few weeks, the stock market seems fixated on what the…
-
Key Details of The Consolidated Appropriations Act, 2021
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor On Sunday, December 27, 2020, President Trump signed the Consolidated…
-
Congress Passes New Coronavirus Relief Package
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor Lawmakers agreed on Monday, December 20, 2020 to…
-
IRS Doubles-Down on Position that PPP Loan Forgiveness May Lead to Higher Taxes
By Benjamin Trujillo, JD, LLM – Senior Advisor and Lauren Randazzo, CPA – Advisor The IRS and the Treasury Department…
-
The 2020 Elections: 3 Things High Net Worth Families Should be Preparing for Now
By Benjamin Trujillo, Senior Advisor and Anna McDonald Elections inspire change, and if there is one thing we can expect…
-
The Important Role of Philanthropy in a Pandemic
BY DIANE COMPARDO and MICHELLE BEATTIE Every part of the world has felt the impact of the coronavirus. While it…
-
An Unconventional Strategy for Attacking a Mortgage in Today’s World
By Kaleb S. Doyle, CPA, CFP® Commitment: It is an action which can bring up a great deal of pressure…
-
100 Years of Women’s Suffrage: Insights from CWCJ at Moneta
“I believe the Constitution of the United States gives me every right and privilege to which every other citizen is…
-
Diane Compardo on Financial Advisor Success Podcast
In a recent episode of the Financial Advisor Success podcast, host Michael Kitces was joined by Diane Compardo, managing partner…
-
FA Article 6-26-2020
Diane Compardo CFP®, CPA, PFS, AWMA, managing founding partner of Compardo, Wienstroer, Conrad & Janes at Moneta, has been consistently…
-
The COVID-19 Pandemic Creates Estate Planning Opportunities
By Benjamin Trujillo, Senior Advisor The COVID-19 pandemic has been a difficult time for everyone. It has also created a…
-
Forbes spotlights Moneta Partner Diane Compardo among nation’s Top Women Wealth Advisors
[et_pb_section][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Forbes ranked Moneta Partner Diane Compardo 1st in Missouri and 40th in the nation on its 2020 list…
-
Matt Schaller Named to Small Business Monthly’s Top 100 St. Louisans You Should Know
Compardo, Wienstroer, Conrad & Janes at Moneta is proud to announce Small Business Monthly has named Matt Schaller one of…