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FAMILY OFFICES & HIGH NET WORTH FAMILIES TIPS

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ARPA Offers Relief for Families & Businesses

March 22, 2021

The American Rescue Plan Act provides sweeping relief measures for eligible families and businesses. On March 11, 2021, President Biden…

New Law: Parents and Others to Receive ARP Direct Payments

March 17, 2021

The American Rescue Plan Act, signed into law on March 11, provides a variety of tax and financial relief to…

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…

Investing in Collectibles

September 2, 2021

Are you an avid collector of a specific item, such as trading cards, rare coins or antique toys? Not only…

Can taxpayers managing portfolios deduct related expenses?

August 3, 2021

Can taxpayers who manage their own investment portfolios deduct related expenses? It depends. Do you have significant investment-related expenses, including…

Getting Married? Financial Chores to Complete When You Tie the Knot

July 2, 2021

The wedding season typically peaks in late summer and early fall, according to the wedding website TheKnot.com. This year, that…