News2018-07-26T00:08:04+00:00

Small Business Employee Theft: Tips for Detection and Prevention

Small businesses are at the highest risk for employee theft or embezzlement. According to the Association of Certified Fraud Examiners (ACFE) 2018 Report to the Nations, fraud occurs 42% more often compared to larger corporations. [...]

By |February 15th, 2020|Categories: Employers, Theft, Trust Fund Recovery Penalty|

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|