Tax Planning

It’s called the “tax code” for a reason. Unraveling it accurately can be a puzzle, especially for individuals and families with significant assets.

Is a Personal CFO Right for You?

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.

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u.s. capitol building tax legislation

What You Should Know About the New Tax Legislation

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.

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IRS Phone Scam Education

Watch out for phone scammers this tax season! These scammers are con-artists calling innocent people to try and intimidate them into sending money.

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