Top 10 Tips for Year-End Tax Planning
Does it feel like you just finished last year’s taxes? Well, believe it or not it’s almost time to do it again. Every year the tax laws and policies change, so each year you will have to be aware of these changes and additions. However, there are some things that never seem to change. With that in mind let’s review some of the top tax tips for year-end tax planning.
Strengthen Your Estate Plan by Strengthening Your Marriage
Strengthen your estate plan by strengthening your marriage. Rarely would one go into marriage planning to get a divorce, however right now that’s how almost half of all marriages end. It doesn’t matter if one or both parties are starving students or one or both receive extensive support from their respective wealthy family offices, the…
Is Trump’s Tax Avoidance a Crime?
Is Trump’s tax avoidance a crime? Every Presidential candidate since 1976 has released their tax returns to the public, everyone except for Donald Trump. The New York Times was able to obtain years of Trump’s tax returns, and on September 27th, 2020, launched the following headline across the web: LONG-CONCEALED RECORDS SHOW TRUMP’S CHRONIC LOSSES…
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Can DAFs Maximize Family Office Charitable Dollars?
Can DAFs Maximize Family Office Charitable Dollars? When you hear the name John D. Rockefeller, an image of the first, made in the USA, billionaire may come to mind. Brilliant and extraordinary, yes, but we’re going to discuss his son and only heir to the immense Rockefeller fortune. John D. Rockefeller Jr. who spent much…