News & Planning Insights Archives | Naples Global Advisors, LLC

02 Sep

One Big Beautiful Bill Act: The U.S. Tax Law’s Midnight Sun

September 2, 2025
By a.tancreto@naplesglobaladvisors.com

There is a naturally occurring phenomenon within the Artic and Antarctic Circles where the Sun stays above the horizon 24 hours a day. ...

15 Nov

News & Planning Insights

Year End Charitable Planning

November 21, 2024
By a.tancreto@naplesglobaladvisors.com

A group of Naples Global Advisors team members (and our three canine mascots) showed our community spirit in November by participating ...

24 Sep

News & Planning Insights

TCJA Tax Sunset

September 24, 2024
By a.tancreto@naplesglobaladvisors.com

Many southwest Floridians have stood watch over a beach sunset hoping to witness the green flash – a well-known yet elusive visual phen...

14 Aug

News & Planning Insights

Global Infrastructure Assets

August 16, 2024
By a.tancreto@naplesglobaladvisors.com

Global infrastructure assets underpin all aspects of economic and social stability, but most of us tacitly overlook the ubiquitous impa...

21 May

News & Planning Insights

Corporate Transparency Act

August 12, 2024
By a.tancreto@naplesglobaladvisors.com

The United States Department of the Treasury’s 2024 National Money Laundering Risk Assessment cites the misuse of legal entities as...

25 Mar

News & Planning Insights

Essential Medicare Questions!

August 13, 2024
By a.tancreto@naplesglobaladvisors.com

According to statistics from The Alliance for Lifetime Income, 4.1 million Americans will turn 65 in 2024. Amazingly, that trend will c...

14 Feb

News & Planning Insights

Tax Insights for 2024

August 13, 2024
By a.tancreto@naplesglobaladvisors.com

Secure Act 2.0 ushered in a myriad of new tax considerations. Even though the new regulations will not have a significant planning impa...

15 Dec

News & Planning Insights

NGA News!

December 15, 2023
By a.tancreto@naplesglobaladvisors.com

We’d like to share some non-investment highlights of what’s going on at Naples Global Advisors. It was a very productive year for the f...

13 Oct

News & Planning Insights

NGA Case Study: Fraudsters!

September 26, 2024
By a.tancreto@naplesglobaladvisors.com

Cyber criminals target us in a myriad of ways, and they are ubiquitous. Every email must be read with scrutiny. Every phone call must ...

05 Sep

News & Planning Insights

IRS Update – SECURE Act

August 12, 2024
By a.tancreto@naplesglobaladvisors.com

Forgiveness of RMDs for Certain Inherited IRA Beneficiaries The ubiquitous summer heat has been unforgiving and unrelenting for most...