Personal Wealth Advisors
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- The Art of Wealth Transition
- Estate Plan Documents Regarding Health Care Directives
- Fed Makes Historic Interest Rate Hike Increase
- The ABCs of Estate Planning for Collectibles
- Family Office Technology Solutions: How Information Facilitates Family Cohesion
- How Technology and Instant Information Can Help Family Offices Achieve Their Goals and Grow Their Wealth
- Important Update to Inherited IRAs and Retirement Plans Under the SECURE Act
- Interest Rate Activity and the Latest from the Fed
- The Biggest Tax Mistakes People Make in Retirement
- U.S. Federal Reserve and Interest Rate Developments
- The Impact of Inflation on Tax Strategy
- Recent Cases: Donor-Advised Fund vs Private Foundation
- Just Where Is the Art Market Headed?
- Passing on Your Family Vacation Home: Considerations for Keeping It, and How To Do so
- Estate Considerations for Widows and Widowers
- Seven Considerations for Gifting Real Estate and Closely Held Stock
- Private Placement Life Insurance: The Best of Both Worlds
- IRC Section 199A – Qualified Business Deduction
- Federal Spending Plans Cause Equity Market Volatility
- What a Corporate Tax Increase Might Mean for New York
- Unemployment Benefits – Taxable or Not?
- The 65-Day Deadline for Fiduciaries Is Looming!
- When is a Family Office Right for You?
- Personal Security Insights: Proven Strategies for Safeguarding Wealth and Family
- A Conversation with Jim and Monique Brown -- A Path to a Meaningful Life
- Spousal Lifetime Access Trusts – A Popular Planning Strategy
- TCJA and Alimony
- Do NOT Worry: The IRS Probably Has Your Check
- New Rules on Excise Tax on Highly Compensated Employees
- The Net Investment Income Tax
- Recently Released Proposed Regulations Address Treatment of Excess Deductions on Termination of Trusts and Estates
- IRS Provides Filing Relief to Certain Foreign Trusts Providing Retirement, Medical, and Educational Benefits
- Federal Reporting Rules for Cash Transactions in Excess of $10,000
- Final Anti-Clawback Regulations Issued
- IRS Clarifies Tax Treatment of Crypto Hard Forks, Airdrops
- History of Global and Economic Trade Meetings – Will This Week Be Different?
- EisnerAmper Hosts NYSSCPA Family Office Committee
- STEP Israel
- Feds Cut Interest Rate; First Time This Decade
- Attention Crypto Investors: Did You Get an IRS Warning Letter?
- Trust Taxation in Kaestner Struck Down by U.S. Supreme Court
- Selected Taxation Case Studies of 2019 NBA Free Agent and Rookie Signings
- Understanding Rule 10b5-1
- The Sport of Kings to Benefit from the Federal Tax Cuts and Jobs Act of 2017
- The 2019 Tax Season by the Numbers
- IRS.gov Offers a Clearinghouse of Tax Season Resources
- QOZs/QOFs Take Center Stage at LIDO Family Symposium
- Tax Planning Opportunities for Family Offices
- Tax Reform’s Impact on Alimony and Child Support
- Tax Reform’s Impact on the Filing Status of Divorcing Couples
- Tim Speiss Debuts on the BBC to Talk GDP
- Karl Lagerfeld’s Cat Could Have Used a Trust
- Managing Federal Income Tax Withholdings: Refunds and Amounts Due
- Tim Speiss Talks Alternative Minimum Tax (AMT)
- December Jobs Report Offers Welcome News; 2018 a Good Year for Employment
- A Look at Key Economic Indicators at the Close of 2018
- Blockchain and Cryptocurrency: Point/Counterpoint
- Cybersecurity at a Glance
- Implications of the Increasingly Globally Mobile Family
- Intergenerational Issues and the Succession of the Family Business: Real Life Stories from Family Members
- Is Direct Investing Right for Your Family?
- Mastering the Digital Marketplace in the Middle Kingdom
- President Issues Executive Order to Modify Retirement Plans
- Treasury Proposes Rules on Charitable Contributions and State and Local Tax Credits
- Taxation of Athletes Participating in the 2018 FIFA World Cup
- Russia Passes Special 2018 FIFA World Cup Tax Regulations
- The Economics of Sports: The 2018 FIFA World Cup
- Panelists Discuss Family Office Views at Forum
- Oil Prices Edge-Up; What Does This Mean for the Markets?
- A Brave New World for Financial Advisors
- Investment Considerations in Light of the 2017 Tax Act
- Tax Changes Impacting Trusts and Estates
- Direct Investing: Opportunities and Alligators
- The Impact of Social Investing
- To IPO or Not to IPO
- The Future Is Here: How Artificial Intelligence May Impact Your Family – Post 6
- The Outlook on Alternative Investments – Post 3
- Titans of Real Estate – Post 2
- Keynote Speaker Presentation: Up and Away…the Flight to a Unicorn – Post 1
- Inaugural South Florida Private Wealth Forum
- The Geopolitical Landscape - Post 5
- Up, Up and Away: All You Need to Know about Private Aviation – Post 4
- Difficult Discussions with Family Members and Conflict Resolution – Post 3
- Family Business Succession Planning – Post 2
- The Next Generation of Philanthropy – Post 1
- EisnerAmper 9th Annual Private Wealth & Family Office Summit
- Family Offices and Their Advisors Are Preparing for Tomorrow!
- EisnerAmper Co-Hosts Silicon Valley Panel for Chinese Investors
- IRS Provides Relief for Late or Missed Portability Election
- Silicon Alley: Tech Start-Up Investing in New York City - Post 5
- The Impact of Uncertainty on Global Investing – Post 4
- Investing in Family Office Procedures and Practices: ROI and Other Considerations – Post 3
- Art as an Investment -- Post 2
- Investing in a Sports Franchise -- Post 1
- Private Wealth & Family Office Summit Blog Series
- A Fine Tasting Opinion: The Art of Reviewing an Appraisal, Ethically Protecting Privileges and Popping the Cork off of Kovel
- Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural, and Scientific Change
- Don't Be Afraid of the Dark--Navigating Trusts Through NIIT
- Estate Planning for Same-Sex Couples and Unmarried Couples After Obergefell: Detriment or Opportunity?
- Special Needs--Special Trusts: What You Do Not Know Can Hurt Your Clients and You!
- The Nuts and Bolts of Charitable Remainder and Charitable Lead Trusts
- Blogging from Heckerling - Estate Planning
- Blogging from Heckerling - Portability
- Blogging from Heckerling -- Let’s Get It Right the First Time. Avoiding Conflicts with Trusts Established to Benefit Same-Sex Couples
- Blogging from Heckerling -- The New Estate Plan, Selective Gifts, Income and Net Investment Income Tax (“NIIT”) Reduction
- It’s Not Too Late to Minimize 2013 Tax Liabilities for Certain Trusts
- Next Year’s New Limitation on IRA Rollovers: Is it Time to Act Now?
- Timing for U.K. Film Credits is Just in Time for Return of 24
- U.S. Taxpayers Abroad – A New, Kinder, Gentler IRS Initiative
- Impact of SCOTUS Decision Not to Take Up Seven Same-Sex Marriage Cases
- Family Offices Favor Direct Investments and Smaller Hedge Fund Managers
- News from the Heckerling Institute on Estate Planning
- Blogging from Heckerling – Estate Planning Post ATRA
- Blogging from Heckerling – Transferring Wealth to Younger Family Members
- Blogging from Heckerling – Digital Assets of a Decedent
- Blogging from Heckerling – The Devil is in the Details
- The Longview: 2015 Outlook
- Observations on the Greek Election and the European Central Bank – Part One
- Observations on the Greek Election and the European Central Bank – Part Two
- Observations on the Greek Election and the European Central Bank – Part Three
- Players, Teams and Philanthropy: Points to Ponder