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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…

Retirement Savings: Are You Currently On Track?

October 4, 2021

Employment disruptions caused by the COVID-19 economic slowdown have scrambled the retirement saving strategies of many Americans. According to a…

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…