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FAMILY OFFICES & HIGH NET WORTH FAMILIES TIPS

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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…

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…

Estate Planning: Retirement Accounts & Your Estate Plan

August 5, 2019

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve…