The Tax Cuts and Jobs Act (TCJA), which was passed in 2017 during President Trump’s first term in office, is set to expire at the end of 2025. Under...

The Tax Cuts and Jobs Act (TCJA), which was passed in 2017 during President Trump’s first term in office, is set to expire at the end of 2025. Under...
As the January 1, 2025, deadline approaches for companies to comply with the Corporate Transparency Act’s (CTA) Beneficial Ownership Interest (BOI)...
Background In 2019 when the original SECURE Act was passed, the landscape of tax and retirement planning changed. Later, in 2022, the IRS gave...
The utilization of sophisticated strategies in estate planning for ultra-high-net worth families is not just advisable but often critical in...
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...
As high-earning taxpayers strive to optimize their financial picture, changing domicile or tax residence to a different state continues to be a...
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...
The Corporate Transparency Act (CTA), enacted in 2021, was created to promote transparency and prevent the misuse of companies for activities such...
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...