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Cybersecurity is a known and growing risk that all family offices need to address. The potential of a cybersecurity attack is no longer a matter of whether it will happen, it’s now a matter of
Over the past 15 years, the IRS has attempted to ramp up its scrutiny of wealthy individuals. With billions in new funding promised under the Inflation Reduction Act, the IRS has announced additional
It’s not uncommon for parents showing signs of mental or physical decline to need assistance from their children from time to time, and today that help primarily comes from their daughters.
By definition, captive insurance is a risk-financing mechanism in which an organization insures itself against future losses. In a tough insurance market where premiums are high and presents other
Several trends are influencing the property market, including the high costs of reinsurance, which primary insurers typically pass along to policyholders; strong demand for limited capacity; ongoing
Tax planning is as essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over time. It’s time for individuals, business owners, and family
By recognizing there are various charitable giving vehicles that donors use to engage in philanthropy, there is also the recognition that there is no single method that is a universally perfect
As new and established tax provisions shape the current tax environment, it’s clear that understanding the landscape of tax law changes and expiring tax credits is key as a high-income taxpayer
Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts. To make the most of your charitable gifts and achieving
Owning a private aircraft can provide many advantages for high-net-worth individuals, business owners, and entrepreneurs. However, it’s important to understand the tax complexities and costs