Every year, the IRS releases a "Dirty Dozen" list of strategies it views as “schemes” to reduce or avoid taxation. In another blog post we wrote about Monetized Installment Sales, one of the...
As the old saying goes, the only things in life that are certain are death and taxes. One could add to that list the proliferation of tax scams claiming to reduce or eliminate a person's tax...
Jonathan recently wrote an article for the First American Trust newsletter concerning estate planning for volatile assets including closely held businesses, precious metals, and cryptocurrencies....
Affluent families face special challenges due to their wealth. Private security - both digital/cyber and physical security of family and assets - is often overlooked until a tragedy strikes. We...