2023 Year-End Notes
As the year comes to a close, we offer some planning tips to our clients, colleagues and friends of the fir...
Supreme Court Holds IRS to Lower Offshore Account Penalties, But Proper Compliance is Still Essential
Imagine the IRS discovering your “secret” offshore bank accounts. Imagine further that instea
2022 Year-End Notes
As another unprecedented year comes to a close, we offer some planning tips to our clients, colleagues, and...
Fine Wine Buoyant in a Turbulent Market
The premium wine sector is a go-to for high-net-worth individuals looking for hedge.
Tax Increases After Election Day? Here’s What to Do Now
When the tax law changed in 2017, the benefits to taxpayers were expected to last through 2025.