Tax Attorney Tips: Keep 2019 Tax Deadlines in Mind to Avoid Penalties

20-Nov-2018

tax attorney tips

As 2018 winds down, the 2019 tax deadlines loom large. Minding these deadlines is the best way to avoid penalties and stay off the IRS’s radar. The dates that matter for your fil ...

Advanced Estate Planning: 7 Things You Should Know About a Will

10-Nov-2018

advanced estate planning

In advanced estate planning, tax advisors help high-net-worth clients identify the most effective strategies and tools for transferring their assets. Sometimes called inheritance p ...

Asset Transfer: Do You Trust the Next Generation to Manage Your Wealth?

20-Feb-2018

wealth management next generation - father and son

Asset transfer is a straightforward process. However, for closely held business owners and highly compensated individuals, transferring assets can be a complex process. Without a f ...

Donor-Advised Funds Provide Clear Advantages

10-Feb-2018

donor advised funds - man with piggy bank

Donor-advised funds, or DAFs, are becoming more popular with business owners and highly compensated individuals because of their many advantages. DAFs have been compared to a savin ...

Estate Planning Changes You Need to Consider Before 2020

10-Jan-2018

estate planning changes

Now that 2019 has arrived, your estate planning strategies need a rigorous review — and possibly some revisions and updating — before next year. If you’re like most highly co ...