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FAMILY OFFICES & HIGH NET WORTH FAMILIES TIPS

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Ways to Fully Deduct Business-Related Meals

March 2, 2021

Restaurants have struggled mightily during the COVID-19 pandemic. Thankfully, they’re specifically targeted for a new tax relief measure found in…

Make Education Part of Your Estate Plan

February 2, 2021

For many people, one important estate planning goal is to leave a legacy for their children and grandchildren. What better…

Status of Temporary COVID Tax Relief Measures after the New Appropriations Act

January 13, 2021

The Consolidated Appropriations Act (CAA) signed into law on December 27, 2020 had an impact on several temporary COVID-19-related federal…

Educate Yourself About the Revised Tax Benefits for Higher Education

March 2, 2021

Attending college is one of the biggest investments that parents and students ever make. If you or your child (or…

When It Comes to Trusts, Silence May Be Golden

February 2, 2021

The idea of leaving a significant inheritance to your children or grandchildren may give you pause. Could the promise of…

Tax Implications of Holding Precious Metal Assets in Your IRA

January 6, 2021

Given today’s stock market valuations and historically low-interest rates on fixed-income investments, some IRA owners may be interested in moving…