Investing Q2 2022 Review and July Outlook Persistent consumer price inflation drove the Federal Reserve to accelerate the magnitude and cadence of their monetary tightening program. Aggressive rate increases with a strong signal of more to come increases the risk that the U.S. economy will fall into a recession as certain sectors have already begun to slow or stall.
Estate Planning The No Claw-Back Rule In April 2022, the IRS issued proposed regulations creating exceptions to the No Claw-Back Rule. This threatens the ability to benefit from the current all-time high estate tax exclusion amounts.
Financial Planning Managing Money as a Couple In a Relationship? So are Your Finances. Learn practical financial tips for managing money as a couple.
Estate Planning Building Trusts That Stand the Test of Time Today’s economic climate is a “wake up” call for anyone involved with the management and operation of a trust. Now is the time to re-evaluate your clients’ trust structures and investments to make sure they don’t have the same experience.
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.
Family Office Why Your Family Office May Need an Advisor With great wealth comes great responsibility. Families with legacy wealth that want direct control over investment policy decisions often establish a family office to oversee, directly or indirectly, the financial affairs of the family.
Business Owner Advisory One Key to Selling Your Practice: Preparation, Preparation, Preparation The decision to sell something you’ve spent a significant part of your life building may be one of the most difficult ones you’ll ever make. That’s why the preparation leading up to this decision is vital.
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.
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.
