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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 ...
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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 ...
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Bodyguards and Panic Rooms- Is Now the Right Time?
Executive Protection Several years back I met an interesting individual during a family office networking event. Based on the crowd ...
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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 ...
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Radical New Plane to Revolutionize Private Flight
Can the aviation industry experience the same tech driven disruption so common in other markets? This past month, an odd-looking ...
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Not Your Mother’s Pants!
What happens when you mix a charitable auction with a famous pair of pants from an iconic movie worn by ...
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New Guidelines for Deferring Payroll Tax Obligations During COVID-19 Disaster
On August 8, 2020, President Trump issued a Presidential Memorandum (Notice 2020-65) directing the Secretary of the Treasury to use ...
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Charitable Donations May Avoid Capital Gains Tax
Many family offices choose to be engaged in philanthropy at some level. Unfortunately, selling stocks and other securities in order ...
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Keeping Harmony and Wealth Within the Family Upon Your Death
“You’ll hear from my lawyer, Jason!” Mr. Stevens yelled at his nephew as he stormed out of the room. Such ...
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Should I Move Out of California Due to the Proposed Wealth Tax?
Why now? I am currently getting a lot of questions from individuals wanting to change their state tax status to ...
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Most Popular Articles
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 ...
Read More
Read More
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 ...
Read More
Read More
Bodyguards and Panic Rooms- Is Now the Right Time?
Executive Protection Several years back I met an interesting individual during a family office networking event. Based on the crowd ...
Read More
Read More
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 ...
Read More
Read More
Radical New Plane to Revolutionize Private Flight
Can the aviation industry experience the same tech driven disruption so common in other markets? This past month, an odd-looking ...
Read More
Read More
Not Your Mother’s Pants!
What happens when you mix a charitable auction with a famous pair of pants from an iconic movie worn by ...
Read More
Read More
New Guidelines for Deferring Payroll Tax Obligations During COVID-19 Disaster
On August 8, 2020, President Trump issued a Presidential Memorandum (Notice 2020-65) directing the Secretary of the Treasury to use ...
Read More
Read More
Charitable Donations May Avoid Capital Gains Tax
Many family offices choose to be engaged in philanthropy at some level. Unfortunately, selling stocks and other securities in order ...
Read More
Read More
Keeping Harmony and Wealth Within the Family Upon Your Death
“You’ll hear from my lawyer, Jason!” Mr. Stevens yelled at his nephew as he stormed out of the room. Such ...
Read More
Read More
Should I Move Out of California Due to the Proposed Wealth Tax?
Why now? I am currently getting a lot of questions from individuals wanting to change their state tax status to ...
Read More
Read More
