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October 3, 2024Charitable Giving & Philanthropy
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Did you panic in 2021 when Congress was discussing lowering the federal estate tax exemption amount? Did you ask yourself, “Should I be doing something?” Congress ultimately nixed any changes to estate tax laws as part of the Build Back Better (BBB) negotiations. Great, no one needs to rush into any decisions. BUT the federal estate tax exemption is still going to be cut in half in 2026, which begs the question again: Should you be doing something?

Sep 18, 2024 Tax Strategies

Wealth and our goals for what that wealth can enable are deeply personal, but chances are they involve wanting to help our loved ones succeed and live healthy, happy lives in some form or fashion. For those with children, that often means providing enriching educational experiences and opportunities that will greatly shape their futures. Congress passed the SECURE 2.0 Act in 2022 (SECURE 2.

Aug 12, 2024 Tax Strategies

Are you looking for clarity, conviction and unfiltered advice about your wealth?

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In the game of entrepreneurship sometimes the market throws a curveball, and your business valuation is less than what you had expected. Instead of striking out, have a contingency plan in place. It’s good to hope for the best but be prepared to adjust your expectations downward if the valuation of your business comes in lower than expected.

Mar 22, 2024 Tax Strategies

Have you seen the price for private and even public universities lately? If so, it’s likely you experienced a bit of sticker shock. The national average net price increase for the cost of attendance is bordering on 5% for both private and public universities in recent years, so this is a common challenge many families are facing.  Despite the temptation to bury your head in the sand it’s worth facing the fact that college is still very much worth the investment.

Aug 30, 2023 FAQs

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