Background In 2019 when the original SECURE Act was passed, the landscape of tax and retirement planning changed. Later, in 2022, the IRS gave...
Key Changes to Inherited IRAS: Understanding the 2024 IRS Regulation
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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...
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...
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...
