Unless you’ve been living under a rock (and if you have, please stop, that sounds very uncomfortable), you’re aware of the banking crisis kicked off by the Silicon Valley Bank collapse and its ripple effects on the financial markets. You may be thinking, “Well, that’s an understatement. I’m downright worried.” Yes, this story is developing
Welcome to March, where tax season is in full swing, and we’re gathering all the documentation needed to prepare for The Big Event: April 15th. While tax season weighs on all of us, it’s particularly challenging this year, given significant changes to the tax code. Don’t worry. We’re not going to delve into that right
The New Year is here, and the battle cry of “New Year, New Me!” can be heard from all corners. Folks are back at the gym, eating their veggies, participating in Dry January, and hitting the pillow at 9 p.m. sharp. The renewed energy and mindset this time of year are contagious and inspire us
Liquefy Illiquid assets (real estate) and produce more net income to you and more inheritance to your heirs There are ways to be able to take advantage of opportunities in the tax code, including but not limited to: income tax law, estate tax law, insurance law, pension law, and lending laws that you need to
The answer may shock you When asked to identify their biggest expense, most people, no matter how successful or savvy, struggle to provide the correct answer. We receive answers like, “my home mortgage,” or, “my child’s tuition bill,” and while those are considered as some of the largest of all expenses, they don’t come even