Are you a High net worth individual? This matters…

Are you a High net worth individual? This matters…

Are you a High net worth individual? This matters…

November 4, 2016

Are you a High net worth individual? This matters…

If you are fortunate enough to be a member of the wealthiest in this country (or know someone who is), the issue of gifting carries more significance for you than it does the rest of the population. This is because it is very possible that your gifts to your heirs, for example, likely constitute a […]

A few thoughts:
 
October 30, 2017

Family Limited Partnerships- They’re here to stay!

For the vast majority of people in this country, the issue of tax ramifications associated with gifting assets to their heirs is not of great concern; however, for the wealthiest people in the US, proper tax planning in the gifting process can represent an opportunity for tremendous tax savings. For years, business valuation specialists have […]

A few thoughts:
 

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