Family office dream team
An effective family office requires the right mix of internal and external capabilities to balance best-in-cost with best-in-class.
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Senate Finance releases Build Back Better text
Senate Finance Committee Build Back Better language largely leaves House Bill unchanged. SALT language omitted as well as billionaires’ tax.
Build Back Better Act – What is in and what is out?
After intense negotiations, some provisions were eliminated while others were rewritten in an effort to appease all Democratic members.
Family offices and tax changes: Considerations from the House proposal
Family offices affected by income and transfer tax increases on individuals, estates and trusts proposed by House Ways and Means Committee.
House proposed changes – What should wealthy individuals consider?
What are the proposed tax changes affecting individual taxpayers and what should you consider today to limit your exposure to these changes?
House Ways and Means releases reconciliation tax payfors
House Ways and Means issues its discussion draft amendment with revenue items to offset $3.5 trillion spending package.
Senator Wyden’s draft proposals target partnership tax rules
Senator Wyden’s recent ‘discussion draft’ legislation, if enacted, would drastically alter many of the tax rules that apply to partnerships.
Building a successful family office: Top 10 questions to answer
The life cycle of a successful family office begins with family objectives, investments, technology systems and more.
The IRS takes aim at high net worth individuals
A discussion on the IRS concern with non-filers and what can be done to mitigate the risk is provided in this article.
Cybersecurity report illuminates family office risks and safeguards
Expanding cybersecurity threats present family offices with challenges. See how the problems intensified with the shift to remote work.
The American Families Plan & its impact on the real estate industry
Summary of the American Families Plan and the potential impact that it could have on the real estate industry.
President Biden unveils his American Families Plan
Biden’s plan to grow the middle class, expand economic growth to all Americans and leave the US more competitive funded with tax changes.
IRS expands filing and payment deadline extension
This Alert describes and explains the postponement of certain federal tax filing and payment deadlines in IRS Notice 2021-21.
9 important tax topics for individuals and business owners in 2021
Managing significant tax changes will ensure individuals and businesses are positioned for success for the remainder of 2021 and beyond.
2021 Gifts – Buyer beware of the risk of retroactivity
From retroactivity to loss of planning techniques, this year we face a unique set of concerns when considering gift and estate planning.
Tax considerations for family offices under the Biden administration
Biden’s campaign proposed tax increases that affect family offices, including rate hikes on corporations and wealthy individuals.