by Crewe Advisors | Nov 12, 2024 | Uncategorized
As the January 1, 2025, deadline approaches for companies to comply with the Corporate Transparency Act’s (CTA) Beneficial Ownership Interest (BOI) reporting requirements, it’s crucial for business owners to clearly understand their obligations. Earlier this year, we... 
by Crewe Advisors | Nov 6, 2024 | Tax Planning
The approach of holiday season signals the end of the year – and the perfect time for ultra-high net worth families to evaluate their financial position and deploy relevant tax strategies. Thoughtful planning now can lead to significant benefits down the road. Here... 
by Crewe Advisors | Aug 1, 2024 | Uncategorized
The utilization of sophisticated strategies in estate planning for ultra-high-net worth families is not just advisable but often critical in preserving wealth across multiple generations. A Spousal Lifetime Access Trust (SLAT) is one of these strategies that may... 
by Crewe Advisors | May 28, 2024 | Uncategorized
As high-earning taxpayers strive to optimize their financial picture, changing domicile or tax residence to a different state continues to be a question on many minds. However, changing tax residence demands careful consideration as it involves various legal,... 
by Crewe Advisors | Apr 17, 2024 | Uncategorized
A few years ago, the Tax Cuts and Jobs Act (TCJA) introduced significant changes to the tax landscape that continue to impact high-net-worth individuals and business owners. One notable adjustment was the temporary imposition of a cap on state and local tax (SALT)...