Thursday, August 23, 2018
Focus on three factors you can control: Why are you paying so many fees? Where have you invested your portfolio? What tax bracket are you in?
Thursday, April 5, 2018
It's difficult to find a more challenging life event than the passing of a loved one. Between the emotional toll it takes on you and your family, combined with the pressure that comes with potentially serving as an executor, you may find yourself wondering where to begin.
Friday, January 12, 2018
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.
Thursday, December 21, 2017
Congress passed the final version of the pending tax legislation, which will now move to President Trump's desk for signature. The bill is the largest rewrite of the U.S. tax code in three decades, and will have broad implications for individuals, families, and businesses.
Friday, December 15, 2017
It’s hard to predict how elections will shake up the market. Your best defense against uncertainty is to look at what hasn’t changed rather than focus on temporary events.
Thursday, October 13, 2016
Last month, the IRS issued proposed regulations that, if finalized, will dramatically impact future planning options for Family Companies (LLC’s, Limited Partnerships, General Partnership, and Corporations).
Sunday, April 3, 2016
The IRS has given us 3 more days to file a tax return this year due to an unusual bit of timing. Emancipation Day, an official public holiday in the District of Columbia usually falls on April 16, but when April 16 is a Saturday – which it is this year – Emancipation Day moves to