Blog
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
Maximizing Retirement Savings in 2024 All taxpayers face IRS-determined limitations on the amount of contributions they may make towards retirement...
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...
Crafting a Legacy: The Dos and Don’ts of Effective Intergenerational Wealth Planning
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...
Maximizing Value: Strategic Pre-Liquidity Planning For Business Owners
For many business owners, an exit from the successful venture they have dedicated so much of their time and energy to can be overwhelming....
Year End Checklist: Tax Tips to Capitalize on Saving
With the year drawing to a close, it's a time of festivities, reflection, and, yes, tax planning. While taxes might not be as exciting as the first...
College Savings: Choosing The Optimal Strategy
With the average cost of a 4-year college education in the U.S. now at $145,744 ($36,436 per year) (Hanson, “Average Cost of College & Tuition”,...
Mastering The Art Of Family Meetings: A Practical Guide To Hosting
Our last post discussed the crucial role effective family meetings play in helping high-net-worth families overcome the challenges of...
The Power Of Family Meetings: Building A Strong Foundation For Multi-Generational Wealth Transfer
High-net-worth families face unique challenges and complexities when it comes to managing their wealth and ensuring a smooth transition of assets...