Posted on April 19, 2024 by
Rick Bazzani
There is a broad range of opportunities to save money during your working years so that you may afford a comfortable retirement in the future. Yet, with each type of retirement savings plan comes a unique set of rules and requirements, including procedures for paying taxes on your plan contributions and earnings. In the most […]
Posted on February 26, 2024 by
Heath Standorf
Beginning in the 19th century, some of the U.S.’s wealthiest industrialists quietly abandoned Wall Street banks to hire their own teams of experts to discreetly manage, preserve and grow their business operations and family wealth for future generations. Today, these family offices have moved beyond the shadows of the Rockefellers, Morgans and Vanderbilts and expanded […]
Posted on December 18, 2023 by
Jeffrey Mutnik
Proper estate planning generally requires family elders to execute documents allowing trusted loved ones to make medical or financial decisions on their behalf when they are unable to do so themselves. Children need similar protections when they age out of being a minor and must take on adult responsibilities that likely were not previously addressed. […]
Posted on December 07, 2023
In this episode Associate Director of Tax Services Sarah Gaymon shares strategies for high-net-worth families to be sure they don’t miss out on sunsetting tax provisions.
In this episode Associate Director of Tax Services Joseph Leuchter explains bonus depreciation, changes to the law and why it’s important to plan before simply checking a box each year.
Once again, year-end tax planning is complicated by an uncertain economic landscape. Despite a year of strong job growth and consumer spending, persistent inflation, rising interest rates and market volatility have stoked fears of an impending recession. On the political front, the November mid-term elections have left the country with a divided Congress that will […]
Posted on June 01, 2022 by
Angie Adames
One of the most basic tenets of tax efficiency is tax-loss harvesting, or the practice of selling underperforming investments and creating a capital loss that you can then use to offset capital gains and ultimately reduce the amount of income subject to tax. Despite the simplicity of this concept, there is a myriad of complexities […]
Posted on May 10, 2022 by
Tomoko Shoji
Congratulations! You filed your tax return (or requested a filing extension) and paid your tax liabilities by the April deadline. However, there are circumstances for which you may need to amend your return and/or attempt to reduce your tax liabilities for the current year. Following are some tips to keep in mind after filing your […]
