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?
Have you heard about The Great Reconsideration? If not, it’s a real thing, and it’s something you need to evaluate if you’re closing in on retirement or thinking about doing so early.
The U.S. House of Representatives recently passed Securing a Strong Retirement Act, H.R. 2954, also called the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0. This bill enhances rules beyond those established by SECURE Act 1 of 2019....
If you are a partner in a partnership or a shareholder in an S Corporation, did your entity consider a pass-through entity tax (PTET) election as part of its 2021 year-end planning? Hopefully, you answered “yes.” Are you doing business in a state that does not allow...