Articles
Family Offices after the Era of COVID 19
Are family offices after the era of COVID 19 emerging stronger from the global pandemic? How are family offices reacting to the policies of the new US administration, both in the US and globally, in terms of their investment strategies and structures? With the acceleration of impact investing, led by the next-generation, are family offices…
Read MorePlanning with Cryptocurrency -Part II Tax Implications of Splits, Forks & Airdrops and Much More
In my previous article, “Planning with Cryptocurrency – Part I How is Cryptocurrency Taxed”, I covered how cryptocurrency is taxed. This article addresses why forks in cryptocurrency occur, the different types of forks, how they are delivered and their taxability. In the future, I will be covering the following topics: If I sell cryptocurrency, how…
Read MoreOvercoming Obstacles and Maintaining Personal Growth During the Pandemic
Overcoming obstacles and maintaining personal growth during the pandemic is difficult. The COVID-19 pandemic has altered almost every aspect of our lives. Now a year into the pandemic, we have witnessed the devastating effects that sickness, death and job loss have had on society. Though society slowed down, life during the pandemic did not come…
Read MorePlanning with Cryptocurrency -Part 1 How is Cryptocurrency Taxed?
Tax planning with Cryptocurrency can be tricky. Due to the adoption of cryptocurrency by many financial institutions, the acceptance as a payment method for Companies and the meteoric rise (and drop) in price, many of our clients are asking us some fundamental questions about this class of assets. Fundamental tax questions about this class…
Read MoreEstate Planning with Real Estate Within Your Family After California Prop 19
Estate Planning with Real Estate For many years, we have advised many of our high net worth clients and their families on real estate transactions, restructuring and income and estate planning. Our primary focus is to assist families in preserving wealth, effectively transferring wealth to the next generation, educating them and their children on how…
Read MoreThe History of Valentine’s Day
The History of Valentine’s Day What is the history of Valentine’s Day and is Valentine’s Day a good thing? If you’re a procrastinator like me, the answer is a resounding “No”; and “Yes”. You see, I’m also a romantic. And though I’m late to everything, my mother insists I’ll be late to my own funeral,…
Read More7 Tips to a Better Valentine’s Day
Is there someone you want to make feel cared about or loved this February 14th? If so, here are 7 tips to make their Valentine’s Day a little more special. Be sure to let #1 sink in immediately, as time is short. And pay particular attention to #7, my inexpensive Valentine’s Day ideas. Tip…
Read MoreKeeping Harmony and Wealth Within the Family Upon Your Death
Keeping Harmony and Wealth Within the Family Upon Your Death Keeping harmony and wealth within the family upon your death is often a tricky thing, as illustrated in this account. “You’ll hear from my lawyer, Jason!” Mr. Stevens yelled at his nephew as he stormed out of the room. Such is how a family Thanksgiving…
Read MorePPP FAQs (Paycheck Protection Act Frequently Asked Questions)
PPP FAQs (Paycheck Protection Act Frequently Asked Questions) PPP FAQs (Paycheck Protection Act Frequently Asked Questions). Since the announcement of the Coronavirus Aid, Relief, and Economic Security ACT (CARES Act), it has sparked both interest and confusion amongst all those considering taking advantage of its benefits. Particularly the Paycheck Protection program, or PPP. In an…
Read MoreWhat Topics Should One Avoid While At Work?
Topics to Avoid at Work Have you ever been around a person who feels like he or she needs to tell you everything about themselves? Someone who reveals way too much personal information, can make others feel uncomfortable. We all have many sides to our lives and our personalities, and some people are more open…
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