The third annual Onward Conference continued our mission to equip entrepreneurs with the knowledge and tools they need to successfully position themselves, their families, and their businesses for a future transaction, whenever the time is right.
Articles
Home is Where the Domicile Is
Because state tax laws vary widely, individuals often seek to reduce their tax burden by changing their domicile to a more tax-friendly state. This requires a careful balancing act of physical presence, legal documentation and a clear intent to make a new state one’s permanent home.
Insurance Before & After Disasters: A Strategic Approach
By thoughtfully mapping an all-encompassing approach, you can minimize your financial risk and ensure a smoother path to rebuilding your life and your financial health.
California Wildfire Disaster Relief
As part of a coordinated effort with the Federal Emergency Management Agency (FEMA), the Internal Revenue Service announced Saturday, January 11, 2025, tax relief for individuals and businesses in southern California impacted by the wildfires and wind.
Navigating the Divide: Active vs. Passive Strategies in Today’s Equity Markets
As equity market indices have delivered remarkably high and steady returns, investment strategies tied to those indexes can play a more important role in portfolios. So-called passive investing has become a $13 trillion powerhouse, transforming the financial landscape. But its rapid ascent has broader implications for market dynamics.
Corporate Transparency Act: Nationwide Injunction Back on Hold as of December 26
The U.S. Court of Appeals for the Fifth Circuit issued an opinion late on December 26, reinstating the nationwide injunction against the enforcement of the Corporate Transparency Act (CTA). This decision once again places the January deadline for covered businesses to register their Beneficial Ownership Information (BOI) on hold. The Court indicated that a final ruling on the matter is forthcoming, confirming that no filings are required until a decision is reached.
2024 Year-End Planning Guide
This whitepaper outlines key considerations in wealth management, including investment strategies, income tax planning, estate planning, charitable giving, and retirement planning, tailored for UHNW clients.
Nationwide Injunction on the Corporate Transparency Act: Key Takeaways
On December 3, 2024, a federal court in Texas imposed a national injunction against the Corporate Transparency Act (CTA), prohibiting the federal government from enforcing the CTA.
Gen X: Navigating the In-Between
Born between the mid-1960s and early 1980s, Generation X (“Gen X”) stands as a pivotal cohort that bridges the gap between Baby Boomers and Millennials. Often dubbed as the “latch-key generation” – referring to growing up with double-income parents and coming home from school to an empty home – Gen Xers were shaped by their Baby Boomer parents who instilled in them the value of hard work and self-reliance.
When the Will is Gone
There is a presumption under the law that when a Will is destroyed, the Testator (i.e., the person who created the Will) intended for it to be destroyed. But what happens when an original copy of a Will (or a Revocable Trust) is accidentally destroyed or lost?