RESOURCE CENTER
The Roseline Group Resource Center provides insight into the areas of tax, financial planning and investments; reports on current developments; and shares information about our culture and team.
RESOURCE CENTER
The Roseline Group Resource Center provides insight into the areas of tax, financial planning and investments; reports on current developments; and shares information about our culture and team.
Estate Tax (Form 706)
At death, all property of the decedent is included in the gross estate for estate tax. Taxable gifts made after 1976 are added to the total. The estate is allowed deductions for funeral expenses, administrative expenses, decedent’s debts, and state death taxes. Most...
Fourth Quarter 2017 Market Perspective
2017 proved to be a rewarding year for risk-based assets. Global equities and precious metals performed well; commodities broke a multi-year losing streak. Momentum was strong at year-end for each of those markets, and that strength has continued into early 2018. U.S....
Third Quarter 2017 Market Perspective
The Federal Reserve stopped creating new money more than two years ago. Since December 2015, it has lifted the funds rate by 100 basis points from zero percent. However, the Bank of Japan and Bank of England picked up the Fed’s slack and continued printing. Global...
The Roseline Team Volunteers at FeedMore
Very proud of our employees who volunteered in the FeedMore Community Kitchen this morning! Great job helping to get meals out for thousands of children, seniors and homebound individuals across Central Virginia. For more information about FeedMore,...
Second Quarter 2017 Market Perspective
Interest rates have been a primary tool of global central bankers in their effort to lift asset prices. Globally, interest rates bottomed over the last 12-24 months. Any continued rise will certainly get the attention of markets and policy makers. Governments (and for...
Bradberry profiled in Virginia Business Magazine’s Super CPAs Report
Beth Bradberry, a partner and founder at The Roseline Financial Group, was recently profiled in Virginia Business magazine's annual Super CPAs Report. In cooperation with the Virginia Society of CPAs, Virginia Business magazine polled thousands of Virginia accountants...
Duty voted Super CPA for 13th time
Jim Duty, a partner and founder at The Roseline Financial Group, was voted a Super CPA in Virginia Business magazine's 2013 annual report. This marks the 13th time that Jim has been voted a Super CPA by his fellow professionals throughout the Commonwealth. This year,...
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