Estate planning Q&A: Gifting to Intentionally Defective Grantor Trusts explained
Reduce estate taxes? Consider a gift to an IDGT: The gift that keeps on giving
The IRS’s new audit strategy: what wealthy individuals, corporations, and complex partnerships need to know
The IRS is set to dramatically boost audits on high-income earners, major corporations, and complex partnerships. Find out what these changes mean for you and how to prepare effectively.
Estate planning insights from America’s wealthiest families
Discover how America’s elite manage their vast fortunes to ensure their wealth endures across generations. This article breaks down the successful strategies and common pitfalls in estate planning, using examples from storied dynasties like the Rockefellers and Hearsts. Gain insights into how you can protect your financial legacy and avoid common estate planning mistakes.
What are the benefits of managed payroll?
Managed payroll, also known as payroll outsourcing, can decrease risk, increase accuracy, protect sensitive data and better support your business.
What you need to know about state inheritance & estate taxes
Many people are aware of the federal estate tax, but few realize that certain states also levy estate and inheritance taxes on the assets one leaves behind. Learn about which states impose taxes, what the tax rates are, and how they may affect your estate planning.
Choosing the family office structure that helps your family’s goals
When aligning your preferences with 1 of 3 main structural forms, a family office will position itself to succeed for many years to come.