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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…
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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…
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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…
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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…
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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…
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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…
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October 22, 2021
Investor Letter Fall 2021
The balance of 2021 will round out a year of extremes. Hot inflation readings, manufacturing…
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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…
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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…
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