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Understanding Reporting Obligations Under the Corporate Transparency Act: Who Needs to File With FinCEN and How
As the January 1, 2025, deadline approaches for companies to comply with the Corporate Transparency Act’s (CTA) Beneficial Ownership Interest (BOI)...
Year-End Planning: Financial and Tax Planning Strategies to Consider
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...
Key Changes to Inherited IRAS: Understanding the 2024 IRS Regulation
Background In 2019 when the original SECURE Act was passed, the landscape of tax and retirement planning changed. Later, in 2022, the IRS gave...
Maximizing Estate Planning Benefits with SLATs: For Ultra High Net Worth Families
The utilization of sophisticated strategies in estate planning for ultra-high-net worth families is not just advisable but often critical in...
Understanding a 10b5-1 Plan
Why is a 10b5-1 Plan Necessary? As an insider of a publicly traded company, a large portion of your wealth may come from shares you own in your...
Navigating Domicile Changes
As high-earning taxpayers strive to optimize their financial picture, changing domicile or tax residence to a different state continues to be a...
Maximizing Tax Efficiency: Leveraging Pass-Through Entities to Navigate SALT Cap Limitations
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...
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...
Understanding Reporting Obligations under the Corporate Transparency Act: A Guide for Business Owners
The Corporate Transparency Act (CTA), enacted in 2021, was created to promote transparency and prevent the misuse of companies for activities such...
Recent Attention
December 31, 2024 | BY Donna Fuscaldo | Kiplinger
December 23, 2024 | BY Jeff Stimpson | Financial Advisors
December 12, 2024 | BY Kate Stalter | US News
November 26, 2024 | BY Josh Welsh | Investment News
October 21, 2024 | BY Jeff Stimpson | Financial Advisor