Specialized Services for High Net Worth Individuals.
Individual and family wealth often goes hand-in-hand with the evolving need for specialized services.
Your situation is unique and so too should be the advice you are given. From navigating intricate tax and asset protection strategies, to developing financial, estate and giving plans, our team is highly specialized in serving high net worth individuals. You’ve worked hard for your money and we’re here to help you protect it.
Our team is proud to work alongside our clients as trusted advisors providing personalized and integrated services geared towards setting up future generations for success. We strive to understand your unique needs so we can create a plan specific to you.
The IRS has released increased 2023 tax year contribution limits for retirement plans. Here are the new limits and how they may affect your strategy.
New research and development tax credit requirements went into effect on January 10, 2022. These new rules require more detailed proof that credits are valid. So, many businesses seeking the credit now face extra work.
With the new lower thresholds for transactions through eBay, Zelle, Venmo, PayPal, and other platforms, more businesses and individuals may receive a new Form 1099-K come January 2023. Here’s what you need to know.