Real estate constitutes a significant portion of many individuals' assets, making proper estate planning essential to ensure the smooth transition...
Read MoreOn March 1, 2024, a U.S. District Court Judge in Alabama held that the CTA, which requires the reporting of beneficial ownership information by...
Read MoreBuilding a robust financial portfolio is a significant accomplishment, but the journey doesn't end there. The key to successful financial planning...
Read MoreThe financial landscape is ever-evolving and it is crucial for high-wealth individuals to stay informed about changes that may impact income and tax...
Read MoreOur firm has a personal love for unique and rare cars, and many of our clients share that same passion. As such, we have become very experienced in...
Read MoreAs the end of the year nears, it becomes the time when we revisit year-end tax planning with clients. Some key tax strategies must be implemented...
Read MoreThe Corporate Transparency Act (the "CTA") takes effect on January 1, 2024, and imposes federal reporting requirements for certain legal entities,...
Read MoreSince the introduction of a higher gift and estate lifetime exemption amount starting after 2017, the game of tax planning for most clients has...
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