Ever since my first tax class in law school, I have been fascinated by wealth and the journey one takes to achieve it. Driven by this passion, I have spent almost 20 years advising wealthy families how to navigate their financial lives in my roles at Goldman Sachs, BNY Mellon
Want To Make A 2022 Financial Resolution? Don’t Overlook These Tax Tips
It's 2022 and time to make resolutions. As you consider financial changes you want to make, don't overlook these key tax planning tips for the New Year!
Selling Your Home This Year? Be Aware Of This Hidden Tax Bite
It's been a wild ride in the housing market this year. But with many sellers getting a premium for their homes, they need to be aware of hidden tax consequences.
What Crypto Investors Need To Know About Charitable Tax Planning
Crypto investors have had a wild ride and many have significant gains in their positions. This tax technique might be able to save some money if done properly.
The Best Investing Strategies For Inflationary Times
Even if inflation does prove to be transitory, many investors are nervous and want to protect themselves. Here are three moves to consider.
Why The Biden Administration Is Motivating Wealthy Families To Address Their Estate Plans
It's been a wild ride for wealthy families over the last few months due to proposed tax changes from the Biden Administration. Many are contemplating changes to their estate plan to take advantage of opportunities under the TCJA before any new tax changes.