Asset Protection

Effective tax and estate planning is key to growing AUM when clients experience financial windfalls.

With fast evolving changes in regulations, taxes and applications, recordkeeping is key.

Is this a tax evasion scheme or a legitimate planning strategy?

Helping clients do charitable planning properly will boost your business. Here are some options.

Will required annual reporting on trust assets actually come to pass?

Grantor trusts and generation-skipping transfers are just a few of the items under the administration’s microscope.

Or, more appropriately, the $100 millionaire tax.

I’ve never once received a donation from a DAF. People in my line of work rarely attempt to approach DAFs because they’re perceived as a dead end.

For many HNW clients, an additional passport is like a nontraditional insurance policy that’s better to have and not need, than need and not have. 

Tax season is gearing up to be a major headache for financial professionals.