Income Tax Planning For Large Estates

November 3, 2014

Recent income and estate tax updates have adjusted how the planning game should be played. If your estate plan was drafted before they came into effect, reconsidering how you structure your estate could save you tens of thousands, or even millions, of dollars.

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Duly Noted

October 7, 2014

Just Keep Doing What You’re Doing. Having lost a landmark case in New York’s highest court, state tax administrators issued new guidelines for auditors telling them, in effect, that the decision makes little difference. The Court of Appeals found in Matter of John Gaied that the state’s treatment of nonresidents who maintain dwellings in New York has no rational basis. To be a resident, the court said, an individual must […]

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Social Security And Medicare Planning

September 4, 2014

Many Americans think that Social Security and Medicare are one-size-fits-all programs that offer no opportunity for choice or customization. But in fact, taking the time to fully understand how these programs work and to consider the most effective ways to include them in a long-term financial plan can significantly expand their usefulness.

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U.S.-Canada Tax Issues

July 7, 2014

Americans and Canadians frequently run into their neighboring country’s tax laws. Although dealing with international tax concerns is often complicated, a special relationship between the United States and Canada offers some protection for citizens who earn income or conduct business in both countries.

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Best Practices For A Family Office

June 11, 2014

A family office may have many purposes, ranging from helping younger generations understand how to handle wealth responsibly to simply ensuring that bills are paid on time. Just as every family is different, every family office will also be unique. However, while the needs of a given family may vary, successful family offices have certain qualities in common. These practices allow offices to provide the very highest levels of service […]

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529 Plan Investing For High Net Worth Investors

June 11, 2014

Section 529 plans have grown into one of the most common ways to save for college. While the decision to establish a 529 plan account is often simple, managing the assets over time can be much more complicated. The rising costs of higher education, which have outpaced inflation consistently in recent years, have raised the stakes. With more than $200 billion invested in 529 plans, savers are clearly looking to […]

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What To Expect When Selling Your Business

June 11, 2014

Building a successful business takes years of effort and attention. Having expended plenty of blood, sweat and tears over that time, business owners want to maximize their value when selling. Many of the qualities that make a business owner successful will benefit a business seller, too. However, not many owners have much experience in selling a business. It is a long, complex process. Here are some of the major issues […]

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Duly Noted

June 11, 2014

A Minnesota Lawyer Is Off To The Races. Minneapolis attorney Stefan Tolin purchased his first mare in 1990. The mare’s foal had an injury-shortened career at the track before Tolin put him out to stud. Tolin was a hands-on, if absentee, owner, calling the Louisiana farm that housed the horse daily and visiting 14 times between 2002 and 2004. Tolin claimed tax losses in his breeding business for each of […]

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Hitting The Road: Financial Management For Musicians On Tour

May 13, 2014

For fans, news of an upcoming tour featuring a favorite artist prompts celebration. For musicians, a tour can and should be just as exciting – but it is also much more complicated. Whether you take care of your own recordkeeping or work with a road manager, you should still take time to understand the basics of how your tour’s finances work.

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Sidebar: Tax Considerations After A Music Tour

May 13, 2014

After a tour, musicians have many tax considerations to bear in mind. Don’t neglect deductions, state taxes or international taxes.

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