News & Insights
How to Plan for Succession: Paving the Way for Continued Prosperity
September 17th, 2021
|
Estate Planning |
High Net Worth |
Strategy and Planning |
Succession Planning |
High Net Worth
Proficient chess players begin each game with a clear strategy that prepares multiple moves in advance. While each move is designed to set up the next, a strategic chess player […]
READ MORE
There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?
August 15th, 2021
|
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
High Net Worth
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market […]
READ MORE
2021 Child Tax Credit Updates & Advance Payments
July 2nd, 2021
|
Business Tax Services |
Tax |
Tax Credits |
High Net Worth
The American Rescue Plan Act (ARPA) of 2021 added several significant changes to the Child Tax Credit for 2021. Some of the changes include: Increasing the credit from $2,000 to […]
READ MORE
Tax-Favored Ways to Build Up a College Fund
July 2nd, 2021
|
Business Tax Services |
Financial & Retirement Planning |
Tax |
High Net Worth |
Nonprofit |
Small & Midsize Businesses
If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage […]
READ MORE
Financial Literacy for the Rising Generation and Beyond
May 13th, 2021
|
Financial & Retirement Planning |
Wealth Management |
High Net Worth
It is very common for families of affluence to have competent professional advisors to help them manage their investments, their legal affairs, and their business operations. If a family member […]