News & Insights
How to Plan for Succession: Paving the Way for Continued Prosperity
September 17th, 2021
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Estate Planning |
High Net Worth |
Strategy and Planning |
Succession Planning
Proficient chess players begin each game with a clear strategy that prepares multiple moves in advance. While each move is designed to set up the next, a strategic chess player […]
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House Ways and Means Committee Releases Initial Tax Proposals
September 16th, 2021
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Business Tax Services |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Tax
On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups […]
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Five Possible Tax Aspects of a Parent Moving into a Nursing Home
August 17th, 2021
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Estate Planning |
Tax |
Tax Credits
If you have a parent entering a nursing home, you may not be thinking about taxes. But there are a number of possible tax implications related to this life event. […]
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There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?
August 15th, 2021
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Estate Planning |
Financial & Retirement Planning |
High Net Worth
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market […]
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The Long and Short of Succession Planning
July 2nd, 2021
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Succession Planning
For many business owners, putting together a succession plan may seem like an overwhelming task. It might even seem unnecessary for relatively young people and have no intention of giving […]