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All About High Net Worth (8)

Top 3 Federal and State Real Estate Tax Credits

Real estate is an important part of any comprehensive financial portfolio, but when it comes to utilizing tax credits, many property owners continue to lose out. Despite the benefits, finding and applying applicable tax credits can be difficult and...
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New Legislation Changes Partnership Audit Rules and Taxation

The Bipartisan Budget Act of 2015 (BBA), signed into law in November 2015, brought about major changes to the rules relating to IRS tax audits of partnerships.
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Is a Cash Balance Retirement Plan Right for You and Your Business?

A cash balance retirement plan is more expensive to set up and administer, but the tax benefits might make it worthwhile.
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Program-Related and Mission-Related Investments for Private Foundations

Even though a private foundation is required to make annual distributions (usually 5% of its net asset base) in support of its mission, the vast majority of its assets must remain invested and is not otherwise available to provide support for its causes.
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Don’t Fall for IRS Phone Scams

Several of our partners and clients have gotten phone calls from people posing as IRS agents. With April 15 right around the corner, this can be unnerving.
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The Biggest Problem In Estate Planning Is You

More than hundreds of estate plans and one-quarter of a billion dollars in assets later, I can clearly pinpoint what separates outstanding results from a well-constructed and executed estate plan from those that fail to protect legacies, assets and the...
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