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FAMILY OFFICES & HIGH NET WORTH FAMILIES TIPS

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PPE Costs Qualify for Medical Deduction

May 4, 2021

The IRS recently announced that amounts paid for personal protective equipment, such as masks, hand sanitizer, and sanitizing wipes, for…

Make the most of the Employee Retention Credit

April 2, 2021

The Employee Retention Credit (ERC), which was created to encourage employers to keep their workforces intact during the COVID-19 pandemic,…

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…

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…

Taking Distributions From a Traditional IRA

December 2, 2020

Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and…