What It Means for You The Corporate Transparency Act (CTA) The Corporate Transparency Act (CTA), effective on January 1, 2024, introduces significant reporting requirements with far-reaching implications for business owners, high-net-worth individuals, and their...
What the Proposals Mean for Ultra High Net Worth Individuals As the 2024 presidential election approaches, tax policy has taken center stage, particularly for ultra high net worth (UHNW) individuals with significant wealth. Both candidates, Kamala Harris and Donald...
To address concerns around leftover funds and to expand upon the potential avenues for funding and utilizing 529 plans efficiently, we have compiled this report to delve into potentially optimal strategies for high-net-worth investors to leverage 529 plans effectively.
A Required Minimum Distribution (RMD) mandates that individuals who reach a certain age are obligated to start taking minimum distributions from their tax-advantaged retirement accounts.
As we approach the end of another year, this whitepaper serves as a comprehensive guide to strategic year-end planning…
Stock compensation plans offer significant opportunities for wealth accumulation. However, the complexity of these plans and the diversity of how they can be structured can often lead to confusion.
A groundbreaking 2018 study published in the Harvard Business Review revealed that the average age of high-tech founders are in their early forties when establishing their companies. If successful in their ventures, it’s inevitable that the deals will come knocking, but are these founders ready to make an exit?
A thoughtfully constructed wealth strategy takes a holistic approach to wealth management and understands how each piece interacts with the others. As your wealth increases, so do the complexities, potential risks, and unique opportunities available to you and your family.
On Thursday, January 19, 2023, lawmakers from eight states joined together to introduce tax legislation targeting wealthy residents as a part of the “Fund Our Future” campaign. While coordinated, the proposals vary from state to state.
Overseas property ownership has grown in popularity as the world becomes more globally focused and pent-up demand for travel continues to grow. Purchasing a home abroad can be extremely exciting; however, it is important to consider that the process, laws and norms can vary greatly by both country and municipality.