While the family office concept has been around for decades, it has seen significant growth in the past 10 years. We attribute this to many of the factors driving other…
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“Join me in inviting @elonmusk to move @Twitter to the freest state in the nation! Florida would benefit the company as a whole—we have no state income tax and the…
Last week’s blog covered some of the 2022 tax changes that may cause your tax situation to be quite different than it was in 2021. Here are some additional changes…
Although filing your 2021 tax return may still be top of mind, there’s no better time to start planning for the tax changes coming in 2022. Every year brings with…
You may have envied the success of self-made millionaires. Have you ever stopped to think that could be you? For some, millionaire status is more than just a dream—it’s a…
Your golden years should be spent doing the things you love, enjoying life to the fullest surrounded by those that you hold dear. Unfortunately, the majority of Americans have fallen…
As 2021 comes to a close, it’s an ideal time to assess your finances and set goals for the new year. We recommend reviewing your current financial situation, identifying money…
The new year is right around the corner, and with that comes changes to retirement plans. Many Americans will welcome the 2022 increase in contribution limits allowing them to contribute…
With the 2021 tax season right around the corner, now is the time to act on your tax planning strategies. Don’t forget any last-minute contributions or purchases that will benefit…
What if we told you that you could invest in a small business and not pay taxes on the gains? Well, your dream can be a reality, provided you make…
