5 Ways to Secure Wealth in a Downturn

Although economic downturns, such as the one we are currently experiencing, can have real hardships for many people–there are silver linings for those fortunate to

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Family Businesses Need the Payroll Protection Program Now

Many clients are asking about the Payroll Protection Program (PPP).  Here’s a slide deck to help out (based on April 3, 2020 guidance).   Payroll

Estate Planning During the COVID-19 Pandemic

The COVID-19 outbreak has shown us that now—more than ever—we need to protect the health and safety of our loved ones.  In addition to practicing

COVID-19 Has Changed Charitable Trust Planning

COVID-19 is a public health issue that goes far beyond the bounds of this blog. However, focusing only on the economic side of the equation,

Recent Cases Highlight Pitfalls of Unreported Foreign Accounts (Part 2)

As I previously described, in Part 1, under the Delinquent Filing Procedures, a taxpayer with unreported foreign accounts or assets can file the foreign reports

Recent Cases Highlight Pitfalls of Unreported Foreign Accounts (Part 1)

Three cases were recently decided against taxpayers that shed light on the hurdles Americans must climb if they have unreported foreign accounts or assets. As

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