The charities you support greatly appreciate your cash contributions; these contributions fund their operations. However, there are other ways you can give . . . which may be advantageous to you from a…
Although the outcomes of the 2020 elections are still unclear, many believe that even with a Biden presidency and a likely Republican-controlled Senate, there will be few if any changes impacting estate planning…
During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2020 has once again provided such an opportunity. How long this environment will last…
Matt recently spoke with Frazer Rice on his “Wealth Actually” podcast. In this in-depth conversation, Matt and Frazer explore some of the inter-generational wealth transfer issues for individuals with large cryptocurrency holdings. Specifically,…