A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
The American Rescue Plan Act Has Passed: Here's an Overview of the $1.9 Trillion Stimulus Plan
In one of his first major moves in office, President Biden has signed the American Rescue Plan Act - a $1.9 trillion stimulus plan meant to extend, renew and implement relief for those affected by COVID-19. Below is a breakdown of some important components to this legislation.
Where Do Our Taxes Go? Before Leaving California, Consider the Facts
Individuals and companies are leaving California at increased rates. One set of numbers may be key to the decision to stay or go: our tax code.
How Should You Invest During These Unpredictable Times?
Early in 2020 and in the weeks following news of the corona virus outbreak, the S&P 500 lost over one third (34%) of its value. Markets and the economy seem to have decoupled—should we be worried? Have we seen this before? Let’s look at past major market declines to see how markets and economic measures have acted in the past.
Have You Thought about WHERE to Retire?
Dreaming of retiring abroad? There are a number of factors to consider before you take the plunge. Among them is taking worldwide taxation into account.
Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning
A will distributes a majority of your property, but often leaves out smaller belongings - leaving loved ones to organize what is left. This is where a letter of intent can be of significant value. Though it is not a legally binding document, a letter of intent can provide structure and emotional support to loved ones.