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
Maximizing Retirement Savings in 2024 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... 
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... 
by Kris Yamano | Dec 6, 2023 | Uncategorized
Intergenerational wealth planning can make some families feel like they’re trying to create a masterpiece from a block of marble. There is so much pressure for each chisel mark to be perfect, and every misstep feels like it could ruin the whole sculpture. The good... 
by Kris Yamano | Oct 23, 2023 | In-House Analysis, Investment Management
For many business owners, an exit from the successful venture they have dedicated so much of their time and energy to can be overwhelming. Entrepreneurs work tirelessly to ensure the vision for their business comes to life and often have a hard time navigating the...