Personal Wealth Advisors Blog

Activities regarding Senate Republicans infrastructure proposal, the latest unemployment numbers, and President’s Biden’s thoughts on increasing the capital gains tax rate fueled a spate of equity market volatility.

A look at what a possible corporate tax increase might mean to New York, highlighted by an example from one of NYC’s key sectors.

On March 11, President Biden signed into law the American Rescue Plan Act (“ARPA”). There are many provisions in this bill that are aimed at assisting taxpayers with reduced adjusted gross income levels, one of which provides a new exclusion of up to…

This article outlines how trusts that are not required to distribute all of their income currently and estates on a calendar year may make an election to treat distributions made through Saturday, March 6, 2021, as having been made during calendar ye…

A recap of a session focused on the question of when the time is right to build a family office – and what tools should you consider when doing so.

A recap of a discussion with Gary Rossi, former FBI agent, regarding insights into phishing and whaling schemes that affect family offices.

A conversation with Jim and Monique Brown regarding The Amer-I-Can Program

This post examines the spousal lifetime access trust or “SLAT,” a popular planning strategy using a married couple’s gift/estate tax exclusion, wherein one spouse sets up a trust for the other spouse and their children/grandchildren.

The Tax Cuts and Jobs Act made a substantial change to divorce planning with the elimination of deductible alimony payments for the payer spouse and inclusion of income for the receiving spouse.