Personal Wealth Advisors Blog

Talking points for family office professionals including cybersecurity, personal security, the global market and the tax impact of cross-border mobility for wealthy families situated outside the United States.

A look at various estate tax issues for U.S. and Israeli decedents holding U.S. property.

The Federal Reserve cut interest rates by a quarter percentage point. The Fed also announced that it would end the runoff of its $3.8 trillion asset portfolio two months earlier than previously planned.

If you have a position in cryptocurrency, “better safe than sorry” is the mantra. Be sure you speak with your tax advisor regarding any cryptocurrency transactions you have undertaken.

On June 21, 2019, the U.S. Supreme Court, in North Carolina Dept. of Revenue v. Kimberly Rice Kaestner 1992 Family Trust, held that North Carolina’s statute imposing income tax on a trust solely because the beneficiaries were North Carolina residents…

EisnerAmper has calculated the tax consequences of Zion Williamson being a member of the New Orleans Pelicans; Kevin Durant signing with the Golden State Warriors, New York Knicks and Brooklyn Nets; and Kawhi Leonard signing with the Toronto Raptors,…

Established by the Securities and Exchange Commission (“SEC”), Rule 10b5-1 allows insiders of publicly traded corporations to create a trading plan for selling stocks that they own.

The Tax Cuts and Jobs Act of 2017 is likely to encourage many people in the horse racing industry to work independently. Learn more about the 20% qualified business income deduction (QBI), bonus depreciation and the IRC Sec 179 deduction.

The 2017 Tax Cuts and Jobs Act (“TCJA”) offers an excellent opportunity to examine the impact on U.S. tax filings and compare the related tax revenues generated and refunds paid for the tax years 2018 and 2017.