When creating a comprehensive estate plan, having a clear understanding of, and properly planning for these taxes will help ensure your beneficiaries get the largest inheritance possible.
It’s Tax Time :
of Form 1099
What exactly is a Form 1099, why can they be so frustrating to process, and how do you manage the problem of receiving an amended one? Read our financial white paper to learn more!
5 Steps to
We’ve put together 5 steps you can take to increase the size of your nest egg and considerations for a well-thought out, customized, retirement plan in this white paper.
As your net worth increases, so does the responsibility of managing it. “An Attorney’s Guide to Building and Protecting” white paper will guide you to how to build net worth.
24 Karat Shine
or Pyrite for
Does gold belong in your investment portfolio? This white paper will discusses some drawbacks of owning gold within a diversified financial wealth investment portfolio.
2020 : The Perfect
Year For a
This white paper will discuss what a “Roth IRA conversion” is, who may benefit from a Roth conversion, why 2020 is a potentially great year to do a Roth conversion.
Millions of workers have begun to work from home during the COVID-19 pandemic. This white paper will give you tips for Digital Security best practices to help prevent cybercrime.
The Big Six
of the Dirty Dozen
The most commonly practiced tax scams that the IRS identifies each year. Which of these current and past IRS scams should you be most worried about? We discuss six worth keeping a special eye on.
Our 5 Strategies
to Help Manage
Risk and Taxes
How can an investor mitigate the risk of having too much of their net worth concentrated in a single appreciated stock, and avoid significant tax liabilities? We explore 5 effective strategies.
Tax Cuts and
Jobs Act (TCJA)
The Tax Cuts and Jobs Act (TCJA) of 2018 is the most significant amendment to the Federal tax law since 1986, causing drastic changes to both the individual and corporate tax code.
An estate plan is a collection of documents that specify how you want your assets distributed upon incapacity or death. Find out the answer to this question, what estate planning documents do I need?
Is your company-sponsored 401(k) retirement plan structured and optimized properly to help you and your employees maximize the myriad of economic, investment, and tax benefits?
Are you optimizing your philanthropy and gifting strategy? Read this financial white paper to find charitable giving strategies designed to help you better understand your options.