Articles
Tax Planning In November 2020
Tax planning in November 2020. Depending on who gets into office, there will be notable differences in philosophy of the direction things are going. After a year of unprecedented government spending amid the coronavirus pandemic, how revenue for the government will be collected into the future will matter. We’ve already seen several states take on…
Read MoreTax Planning No Matter Who Won
Tax planning no matter who won… We have uncertainty in the air with who is going to be president- depending if you’re asking the Republicans or the Democrats, they will both tell you, their candidate is going in. Nevertheless, while we’re in this state of influx, trying to get things sorted out on both sides,…
Read MoreKindness Returns Good Fortune
Kindness returns good fortune, sometimes… Fairy tales are enjoyable and entertaining, and they can also serve as life lessons, particularly about kindness. This one from Grimms’ Fairy Tales titled, The Three Little Men In The Woods, is just one example of how fairy tales help children, and even adults, learn from stories. One Kindness Story…
Read MoreWill Biden’s Presidency Change Your Tax and Estate Plan
Will Biden’s Presidency Change Your Tax and Estate Plan One of the complexities of estate planning is that the rules of the game are always changing. Right now we’re in the middle of the presidential election between Trump and Biden, and whoever wins is definitely going to have an impact on your wallet for years…
Read MoreGemstone as Investments?
Gemstone as Investments? For the past several days, Marc Anthony has been given the highest level of stately treatment as he sits in the court of Cleopatra, the last queen of Egypt. Despite the grandeur of the banquets, Cleopatra has shown nothing but disdain. She is quick to disregard the roasting of the eight wild…
Read MoreThe Personal Rewards of Philanthropy
The personal rewards of philanthropy can be enjoyed by anyone. The best part of philanthropy is how it appeals to our finer feelings. Watching the joy our gifts of means and time brings to others deposits a feeling of euphoria in the heart that feels unlike anything else. The following story told by theologian Gordon…
Read MoreDreams Should Not Have Limits
I believe that dreams should not have limits. Basic Dreams Family, education, career, prosperity and back to the family; when we determine the cornerstones of our lives, we don’t choose randomly; rather we begin with a clear vision of how we want our lives to be. When we are young, we dream of the impossible,…
Read MoreStrengthen 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…
Read MoreIs 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…
Read MoreBodyguards and Panic Rooms- Is Now the Right Time?
Executive Protection, i.e. Bodyguards and Panic Rooms Now may be the right time for bodyguards and panic rooms. Looking several years back, I met an interesting individual during a family office networking event. Based on the crowd in attendance, I expected him to be a successful entrepreneur, but as it turns out he was a…
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