November 6, 2018

Read FYI, the inside news from Arnerich Massena’s Wealth Management Team!

What are opportunity zones and how can I invest in them?

The Tax Cuts & Jobs Act is encouraging investors to increase economic development in underserved areas through new tax incentives. With the passing of the Act in December 2017, a new section of the tax code was created that identifies investment vehicles called “Opportunity Funds” for those investing in private markets in select identified areas called “Opportunity Zones.” In this article, investment advisor Ryland Moore discusses the investment and tax benefits of these new vehicles. Read more here.


Practical Planning for Year-End Planning

December 31 is right around the corner, which means time is running short to complete some financial planning-related projects during the calendar year. In this article, senior wealth strategist Glen Goland, JD, CFP shares some planning considerations to keep in mind as we close out 2018. Read here… 


Philanthropy Focus: Boy Scouts/Cascade Pacific Council: Creating Camp Meriwether’s Outdoor Education and Adventure Base

Boy Scouts/Cascade Pacific Council is undertaking a project to build out the Scouts’ Camp Meriwether as a center for outdoor school, summer camps, experiential learning events, and other outdoor adventures. Learn more here about this incredible project and how you can participate.


Partnering in Our Community: Volunteer with the I AM Learning Partnership

Volunteers are an integral part of Arnerich Massena’s award-winning I AM Learning Partnership programs, and clients are invited to join our employee volunteers in a variety of different programs. Read more here about the incredible work we are doing with students, and how you can participate.


Cybersecurity Tip

Arnerich Massena understands the imperative nature of safeguarding our clients’ data with the best tools and technologies available. One tool from which we continue to reap benefits is our own internal employee security awareness training program. Providing cybersecurity education to our employees is a critical component to our security posture and ensures that our team is trained on how to identify and respond to the wide world of cybersecurity threats. We know you face these same threats, and are excited to offer you the opportunity to access the same security awareness training videos our firm uses for your own personal use. You are welcome to share this with family, friends, and colleagues!

 Take the cybersecurity training course at:

password: “homecourse”