News & Insights

Information Regarding the Proposed Tax Reform Legislation

by Bianca Kowal on Nov 27, 2017

On November 2, 2017, House Republicans released their comprehensive tax reform plan, the TaxCuts and Jobs Act. Then, on November 9, 2017, Senate Republicans released their own plan. The two plans have much in common, but also have significant differences. Some key provisions of these tax proposals are discussed in the link below. Of course, provisions may change as the legislation winds its way through Congress. Most provisions, if enacted, would be effective for 2018.

Monica McCarthy Earns Advanced Wealth Management Certification— Certified Private Wealth Advisor®

by Bianca Kowal on Oct 17, 2017

Monica McCarthy, CFA®, CDFA™, CPWA®, President and Chief Investment Officer at Seascape Capital Management, LLC recently earned the Certified Private Wealth Advisor® certification, which is the only advanced credential designed for wealth managers who advise high-net-worth clients. 

Monica McCarthy named Five Star Wealth Manager

by Bianca Kowal on Oct 5, 2017

For the past five years, Seascape has been honored by Five Star Professional, recognizing our accomplishments in the industry and naming Seascape, and specifically, Monica to this elite group of wealth managers in the area. We work as a team to ensure our clients are secure in the knowledge that we always have their best interest at heart as we apply our expertise to protect and grow their wealth. While we are proud of this accomplishment, nothing is more gratifying than a happy client.

Seascape Navigator - Winter 2016

by Bianca Kowal on Dec 1, 2016

Welcome to tax season!  We hope this issue of the Navigator will help you with both your preparation for that mid-April deadline, as well as covering any questions relating to IRA contributions and required minimum distributions.  In addition, we have included an article discussing changes to two Social Security claiming strategies made by the 2015 federal budget deal.  We also share details on an exciting seminar coming up in conjunction with Madden Realtors on March 31st!

Seascape Navigator - Fall 2015

by Bianca Kowal on Sep 1, 2015

Inside, you will find an update on the new changes made to FAFSA and higher education financial aid filing, as well as some tax changes you can still take advantage of this year.  In addition, we introduce you to our newest team member here at Seascape, as well as some financial food for thought for both entrepreneurs and young adults.  Please click here to view the Navigator.