An effective family office requires the right mix of internal and external capabilities to balance best-in-cost with best-in-class.
Senate Finance Committee Build Back Better language largely leaves House Bill unchanged. SALT language omitted as well as billionaires’ tax.
After intense negotiations, some provisions were eliminated while others were rewritten in an effort to appease all Democratic members.
Family offices affected by income and transfer tax increases on individuals, estates and trusts proposed by House Ways and Means Committee.
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 issues its discussion draft amendment with revenue items to offset $3.5 trillion spending package.
Senator Wyden’s recent ‘discussion draft’ legislation, if enacted, would drastically alter many of the tax rules that apply to partnerships.
The life cycle of a successful family office begins with family objectives, investments, technology systems and more.
A discussion on the IRS concern with non-filers and what can be done to mitigate the risk is provided in this article.
Expanding cybersecurity threats present family offices with challenges. See how the problems intensified with the shift to remote work.
Summary of the American Families Plan and the potential impact that it could have on the real estate industry.
Biden’s plan to grow the middle class, expand economic growth to all Americans and leave the US more competitive funded with tax changes.
This Alert describes and explains the postponement of certain federal tax filing and payment deadlines in IRS Notice 2021-21.
Managing significant tax changes will ensure individuals and businesses are positioned for success for the remainder of 2021 and beyond.
From retroactivity to loss of planning techniques, this year we face a unique set of concerns when considering gift and estate planning.
Biden’s campaign proposed tax increases that affect family offices, including rate hikes on corporations and wealthy individuals.