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2020 Tax Filings – Get Ahead Before You Get Behind

2020 Tax Filings – Get Ahead Before You Get Behind

Dec 4, 2020 | HNWI, Tax

by Shannon Carlson It is December again. Time for all of the wonderful things the end of the calendar year brings: holiday joys, sharing cards and gifts with friends and family, decadent treats and tax planning. Wait, what? Did she say tax planning? Yes. Yes, I did. I...
Establishing an Estate Planning Team

Establishing an Estate Planning Team

Oct 30, 2020 | HNWI, Tax

Constant change and uncertainty are occurrences life presents to all of us. Even Benjamin Franklin acknowledged this when he stated in a letter on November 13, 1789, “In this world nothing can be said to be certain, except death and taxes.” For the last 230...
IRS Initiative to Target High Net Worth Individuals

IRS Initiative to Target High Net Worth Individuals

Aug 11, 2020 | Audit, HNWI, Tax

Last month, the commissioner of the Large Business and International division of the Internal Revenue Service (IRS) announced plans to increase audits on high net worth individuals.  The examinations are expected to target several hundred individuals with assets or...