Tax Consequences of Permanently Leaving the United States

Two of the leading presidential candidates have proposed a Wealth Tax which would be assessed annually based on the total value of a taxpayer’s worldwide personal assets. The details differ between the candidates but both [...]

By |January 15th, 2020|Categories: Expatriation, High Net Wealth|

Savvy Giving: Tax Strategies for Charitable Contributions

The season of giving is upon us! Did you know that approximately 1/3 of all charitable giving occurs in December each year? As you are considering your year-end donations, we wanted to provide you with [...]

By |November 13th, 2019|Categories: Charitable Contributions, RMD, Tax Planning|

Can I Protect My IRA Account After My Death?

You have worked hard your whole life to build up a substantial IRA nest egg and want to leave your heirs with a legacy. With a traditional “custodial” IRA, once you (the IRA owner) die, [...]

By |October 18th, 2019|Categories: Estate Planning, IRA, Retirement|

Understanding Obamacare & Premium Assistance

Have you recently looked into the cost of purchasing a health insurance policy? If you did, were you surprised by all the jargon you had to sift through as you examined your options? You probably [...]

By |July 26th, 2019|Categories: healthcare|Tags: |