Specialized Services Designed with your Family in Mind.
We offer complete compliance services in virtually all areas of taxation. However, the true value of our services rests in consulting, using insights way beyond mere compliance filings.
A family office can be an important tool in managing your family’s intricate financial needs as well as its daily affairs. Properly managing a family office, however, requires a great deal of time and effort. This is where F+H can step in to help.
From bill paying to records management, our family office services span from as-needed assistance to full-time management. We work with you to develop a personalized approach that meets the unique requirements of your family office. Together, we’ll work to foster a healthy family dynamic while supporting your family’s legacy.
How can we support your family’s goals?
Resource Articles
IRS Announces Increased Retirement Plan Contribution Limits for 2023
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.
Do I Qualify for R&D Credit? …You May Be Surprised!
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.
The New 1099Ks Are Coming: Are You Ready?
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.
