In a world where financial planning and philanthropy intersect, savvy individuals are increasingly turning to innovative methods to make their charitable
Read More
As part of a complete wealth management plan, intentionally bunching deductions is a great way to limit the lifetime amount of taxes we pay.
Read More
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal
Read More
There has been a resurgence in interest regarding the Upstream Gifting tax strategy. This is driven by the existing federal estate and gift tax law, which
Read More
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
Read More
While the loss of a spouse if terribly upsetting, there are a number of action items the surviving spouse will need to address. Unfortunately, the IRS does not
Read More
How can higher earners increase their retirement savings TAX FREE? The Mega Backdoor Roth Strategy has gained significant attention as a powerful tool for high
Read More
Would you enjoy your retirement more in the U.S. or abroad?
Read More
