Estate Planning Strategies for Non-U.S. Citizens Navigating Your Trust & Estate Planning Options as a U.S. Resident Non-U.S. citizens residing in the United States endure some… More on this story
Data Landscape Shifting Abroad By: Jordan Matulevich- Staff Accountant The coming changes in the European Union’s new General Data Protection Regulation (GDPR) will have… More on this story
Looking for a New SOX Firm? By: Dave Gruber, CPA- Director, Risk Advisory Services The Sarbanes-Oxley Act of 2002 (often shortened to SOX) is legislation passed… More on this story
Don’t overlook securities laws when planning your estate For a variety of estate planning and asset management purposes, many affluent families hold their assets in trusts, family investment… More on this story
Power of attorney abuse: What you can do about it A financial power of attorney — sometimes called a “power of attorney for property” or a “general power of attorney”… More on this story
Important Tax Deadlines for Q2 of 2018 April 17 — This day can be a double whammy for some folks…. besides being the last day to file (or… More on this story
Don’t violate state law by keeping a trust a secret If your estate plan includes one or more trusts, you may have a good reason for wanting to keep them… More on this story
Estate Planning Tips for the Sandwich Generation The “sandwich generation” accounts for a large segment of the population. These are people who find themselves caring for both… More on this story
Tax Reform & Employee Meals/Entertainment Years and years ago, the notion of having a company cafeteria or regularly catered meals was generally feasible for only… More on this story
Ease Estate Tax Liability with a Joint Home Purchase If you’re planning on buying a home that you one day wish to pass on to your adult children, a… More on this story
