Investing Sticky Inflation Economic & Market Update After backing off a few times last month, the S&P 500 finally broke into bear market territory on Monday with a nearly 4% decline on the day and is now down roughly 22% from the January 3rd high. The more heavily technology-weighted NASDAQ index has been in a bear market for […]
Estate Planning Planning for Those Who Are at the End of Life’s Journey While death is inevitable for us all, many of us push the thought out of our minds as we go about our daily lives. In addition to being reflective and appreciative of your time left on this planet, the following “to dos” may help you feel more confident that you’ve left your personal and financial matters in the best possible state for grieving loved ones.
Employee Stock Purchase Plans Should You Consider Exercising ISOs Now? While tech stocks have had a challenging start to 2022, this environment could present an opportunity for you to take advantage of their incentive equity.
Insurance Planning & Risk Management When It Comes to LLCs, Pay Attention to Liability Direction When properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of tax returns that need to be prepared.
Estate Planning Biden Green Book Proposals The Green Book contains the Administration’s policy tax and budget policy goals for the coming year. This year’s Green Book proposes significant changes to the current estate tax planning regime.
Estate Planning Avoid the Trustee Trap Our dedicated Family Office team has assisted many families with their trustee and fiduciary needs. Susan Hartley-Moss shares two client experiences to help others avoid similar situations.
Estate Planning Estate Planning Strategies for Married Couples in the New Decade For the first half of the new decade a married couple may be able to transfer approx. $23 million without triggering any federal estate tax for their heirs.
Business Owner Advisory How to Bring Your Business Value Up Before You Sell Preparedness planning is an essential tool for any owner interested in selling their business for maximum value. It provides a framework for owners to take control of their exit and it also minimizes perceived risk by a potential buyer that may create a discounted value at sale.
Cross-Border Planning Warning Signs for American Expat Investors Working with Large U.S. Investment Firms Investors who chose to live overseas or anywhere outside the U.S. border face inevitable complications to their financial life. There are seven warning signs that can help safeguard you against firms that should be avoided.
