The only thing constant is change…attitudes, health, obligations, opportunities and where you just wish to hang your hat. The “Great Migration” for high income earners or residents of states...
A MESSAGE FROM THE PRESIDENT
RECENT ARTICLES
Cost Segregation of Real Estate is an Extremely Powerful Tool in Family Wealth Transfer Planning
For families with large real estate holdings and business enterprises, planning for the maximization of transferred wealth to the next generations is a primary concern. Careful income and estate tax...
Virtual Currency: The currency of the future or a tax reporting nightmare?
Every day seems to feel more and more feel like we are living in Orbit City, the imaginary, high-tech world portrayed in the 1960s American sitcom The Jetsons. Self-driving cars already exist, and we...
Private Foundation vs. Donor-Advised Fund: What’s the Right Choice?
For those with long-term charitable intent, two platforms exist that can provide structure to your giving: Private foundations and donor-advised funds (DAFs). Careful consideration of the...
“Tax-Free” and “Non-Taxable;” phrases we don’t hear often enough. As a child my parents would say “nickel, nickel, nickel” to remind me not to waste money. Today, with...
How do Parents Navigate Differentiated Inheritances for Children: A Discussion of Fair Versus Equal?
Three siblings, entered an emergency room together. One had a scraped knee, one was experiencing stomach cramps, and the last a fractured arm. The physician placed a bandage on the knee, one on the...