In late 2017, the sweeping tax reform was passed in the United States and created incredible opportunities for estate planning for high-net-worth families.
Family office investment vehicles often are organized as limited partnerships or LLCs treated as partnerships for federal income tax purposes.
There has been a lot of speculation and confusion about the impacts of the most recent tax reform, with many asking if they have to pay more taxes.
Words committed to paper, stories shared in print or video, and family histories portrayed in a personal documentary can contribute to your legacy.
The new tax laws have answered many of the concerns and wishes of the business community—reducing corporate tax rates, providing business deductions, and fine tuning business-related sections of th
Now that the new tax reform is in place, it’s time to consider the impact it may have on you and your family and determine what steps may be appropriate based on your specific financial goals and c
Originating in English common law, trusts have been used for centuries to manage holdings of the wealthy. Even though trusts are quite common, many people may find them hard to understand.
In December, President Trump signed a new tax bill into law that is the largest tax overall since 1986. Learn how the new bill may affect your employee benefits programs.