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How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family? Unfortunately, we can’t give you all the answers in the context of one blog post. But we can...
Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves coordination between various entities and individuals. In order to see successful...
Tax reform. Will it happen? Will it be good for our country? What do you know or what are you hoping to see? With the latest reports stating that legislators are aiming to have a tax reform bill on President Trump’s desk by Thanksgiving, our team is paying attention...
While our countries both call North America home, establishing and doing business in the United States means an entirely new set of rules, regulations and implications for our Canadian neighbors. As a Canadian entrepreneur, business owner or CFO, it’s important to be...
What's the secret to working efficiently and effectively, while also keeping your paying customers happy? You’ve likely skimmed through dozens of articles surrounding how to be more efficient, or what measures to take for a more efficient workplace in hopes of finding...
In estate planning and the transfer of wealth, there are various financial tools to help the next generation “test the waters” of sound money management, including trusts and partnerships. At some point, however, the heirs take over and the risk of errors may...
You’ve likely heard the buzz surrounding President Trump’s tax return since Rachel Maddow revealed a tiny section (just two pages of what was likely thousands) of it on her newscast. Perhaps this was the first time many Americans heard about the alternative minimum...
On Wednesday, April 26, the White House issued its goals and priorities for tax reform in a one-page proposal of bullet points entitled “2017 Tax Reform for Economic Growth and American Jobs: The Biggest Individual and Business Tax Cut in American History.” While...
Our estate planning team understands how important preserving wealth can be for future generations of loved ones. If your estate is over a certain dollar threshold, your tax due can be significant, so early planning is even more beneficial. Determining assets and...