Insights and resources to support your family – today, tomorrow and for generations to come.
New FinCEN Reporting Requirements for Small Businesses
As part of the Corporate Transparency Act which was passed by Congress in 2021, small businesses have new reporting requirements beginning January 1, 2024. The new rules promulgated by the U.S. Department of the Treasury’s Financial Crimes Enforcement Network...
Diminished Capacity – How to Best Protect Your Finances in Case of Cognitive Decline (Part One)
As we age, our “financial capacity” or our ability to make good financial decisions naturally declines. But at what age do most adults...
Cost Segregation Analysis
What is a Cost Segregation Analysis? A cost segregation study allows real property owners to increase cash flow by deferring and reducing...
The Dirty Dozen
As we move into tax season, we would like you to be aware of some helpful information published by the IRS referred to as the “Dirty...
Spousal Lifetime Access Trust (SLAT)
Since the 2017 Tax Cuts and Jobs Act, the lifetime estate and gift tax exemption has been historically high - $12.92 million for...
What is an In-Service Rollover and Should I Consider it?
Employer Retirement Plans can be excellent vehicles to help save for retirement. Money is typically invested on a pre-tax basis and then...
Giving Tools
As we move into the last quarter of 2023 and the season of giving, it seems a good time to discuss charitable giving. Long-term giving...
Estate Planning with Cryptocurrency & NFT’s
You have probably heard the terms “Bitcoin”, “Dogecoin” or maybe even “Ethereum” even if you do not own any of these assets yourself. All...
Accelerated Retirements, Looking at the Options
“Accelerated retirements,” are on the rise and have caused a major shift to the long-running trend of working beyond 65. One reason for...
Reducing Taxable Income
As Congress continues to debate tax proposals within the Build Back Better bill, many high-net-worth individuals have questions about how...
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