New legislation may affect your philanthropic strategy. Donations are more crucial than ever. In response to recent natural disasters, global inflation, war and a worldwide pandemic, givers stepped-up and expanded the charitable landscape. And now, the SECURE Act 2.0...

Hint: It’s about more than the weather and scenery. Dreaming of a sunny retirement? Or one with a mountain view? Where you retire depends on more than the weather and the scenery. Different states have different tax considerations – and taxes can have a major effect...

Some scenarios point to Yes, others say No. If a Roth IRA conversion means tax-free withdrawals in retirement and a more substantial inheritance for your heirs later on, it sounds like a no-brainer. But converting a traditional IRA to a Roth doesn’t make sense for...

The adjustment in basis is a crucial tax consideration – what can it mean for you? A sometimes-overlooked component of estate planning, the adjustment in cost basis, can be a taxation game-changer. Under this tax provision, an inherited asset’s cost basis is...

How to inspire charitable values for generations to come. As wealth grows, so does the desire to increase charitable contributions – and leave a legacy of generosity. Involving your family in such a noble effort can bring even greater joy. It’s a heartwarming feeling...

Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction. You might recall that the Tax Cuts and Jobs Act, enacted in December 2017, reduced corporate tax rates from 35% to 21%. Given this notable...

The computer program that talks back is taking over. Netflix built a subscriber base of 1 million users in a mere 3.5 years following its launch, says statistics portal Statista. Twitter scored its first million tweeters in a snappy two years, Facebook its first...

It's hard to believe that 2023 will soon be coming to an end and the holidays will be behind us. As you make plans to turn the calendar page, check out these seven ways to make a fresh start in 2024. Organize for tax time: Prepare for smooth filing: By early February,...

From privacy and cybersecurity to legal and reputational risks – are you prepared for what's out there? Whether you’re a high-net-worth individual, a public figure or both, your life is complex. You’re exposed to different degrees of risk that not every individual...

What inspires the recent appeal of obsolete technology. Everything old is new again – even the dusty tech in your junk drawer. Millennials and Gen Zers are resurrecting vintage technology, and not just for the novelty kick. Tech nostalgia can save consumers money, or...