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Many high-net-worth individuals have a significant portion of their wealth stored in financial assets - e.g. stocks and bonds in a portfolio. With the success of the markets over the last decade, many investors have…
Net Unrealized Appreciation (NUA) is the difference in price you paid (cost basis) for your company stock and its fair market value today. For some of you, the NUA of your employer stock may be…
Written by: Chad O'Brien and Peter O'Neill There are types of strategies that when executed properly, can financially support charitable organizations you are passionate about and provide you with significant tax benefits. Most of our…
As far back as I can remember, I have always had bad eyesight. My mother would tell you that I sat too closely to the TV but the truth is I was dealt a bad…
Have you heard of an ING-teresting trust planning vehicle that can help to reduce or eliminate state income taxes upon the sale of highly appreciated assets? If you live in a high-income tax state such…
Part 3 of 4 Collections can grow organically or you may have a specific plan for acquisitions. Between seeking out items, researching them, and connecting with others about the objects, you’ve likely spent a great…
Like most election cycles, there has been a lot of talk about the direction of income taxes. While the results of the Senate race will not be known until January, we know that neither party…
In a world of increasingly sophisticated hackers and identity thieves, credit protection is important to safeguard your personal information. The good news is there are more tools than ever at your disposal—but where to start?…
The long-rumored Millionaire’s Tax in New Jersey is now law. After many tries the tax was approved effective January 1, 2020 via a vote in New Jersey’s legislature in late September. It’s estimated that the…
The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare’s Annual Election Period (AEP). AEP, which happens between October 15 and December 7, provides the opportunity for…