Blogs

What are the benefits and risks of setting up a family office? While many wealthy investors use companies to manage their portfolios, it may make sense to transition to a family office once a family’s net worth reaches a certain threshold. A family office can...

If you’re a small business owner, effective tax planning is a crucial financial tool. It can help minimize your tax liability, create opportunities for reinvestment, and boost your bottom line. Tax planning can not only lead to immediate financial relief, but also...

Gig work has become increasingly popular in today’s economy. But whether you’re entirely self-employed or use your side hustle to supplement your income, it’s important to be aware that you must claim your earnings on your taxes. Meeting your tax obligations as a gig...

On May 22, 2025, the House of Representatives approved an amended version of the budget reconciliation bill, which now moves to the Senate for consideration. Also referred to as the “One, Big, Beautiful Bill,” the proposed legislation includes a variety of provisions...

You’ve worked hard over the years to acquire your wealth — and it’s imperative to take measures to protect it. While making prudent investments can play a crucial role in preserving and growing your assets, it’s important not to overlook opportunities to minimize your...

Day trading appeals to investors looking to make a quick profit on short-term price movements in the market. But in addition to the potential rewards, there can also be substantial risks. Critically, day trading has many complex tax implications which can be costly if...

Owning a business comes with many responsibilities – including complying with federal, state, and local tax obligations. While paying steep taxes can cause considerable financial strain for many small business owners, there are a number of strategies that can be...