by Kris Yamano | 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 Kris Yamano | 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 Kris Yamano | 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)... 
by Kris Yamano | Feb 28, 2024 | Investment Management
All taxpayers face IRS-determined limitations on the amount of contributions they may make towards retirement savings each year. With these contribution limits changing from one year to the next, as well as the abundance of investment options and tax issues to... 
by Kris Yamano | Jan 30, 2024 | Uncategorized
The Corporate Transparency Act (CTA), enacted in 2021, was created to promote transparency and prevent the misuse of companies for activities such as money laundering and terrorism finance. To accomplish its goals, the CTA created new compliance requirements for...