Ryan Barradas to speak at CFO conference
Ryan Barradas is scheduled to speak at the CFO Playbook West for Private Companies confernce being held in San Francisco, CA. Succession planning and the CFO http://www3.cfo.com/pbw13/agenda
Archive for the ‘Know your story.’ Category
Fiscal Cliff Compromise
Happy New Year. We begin this year as we ended the last – approaching another cliff. To start the year off right, Andy Friedman appeared yesterday on CNBC to discuss the ramifications of the fiscal cliff compromise. You may access the segment by clicking here.
American Taxpayer Relief Act
As we wish you and your family a Happy New Year we’d like to provide you with some insight into the most recent tax legislation affecting your family and business. Congress passed the American Taxpayer Relief Act early Tuesday morning enacting tax hikes to the wealthiest Americans while extending other pro-business tax incentives. The act’s [...]
Wealth Relationships: A new way to think about your family and your affairs
For hundreds of years, affluent families have been guided by their advisors to steward their material assets. Attorneys, CPAs, investment and insurance advisors and financial planners all come to the table to help you identify the best course of action. The stewarding of your financial or material assets is actually only one-third of the process. [...]
What’s in a gift: The lost art of participation
In our society, the act of giving or gifting has become somewhat clinical. We give because a Hallmark holiday shows up on the calendar, or because the tax code looks upon us more favorably if we gift at certain intervals. Or, we gift because an organization approaches us and pleads its case. Giving or gifting [...]
Teaching Young People About Philanthropy: Begin With Gratitude
In our adult lives, we’re often naturally inclined toward philanthropy. Whether we give our time, talent or financial resources, doing so is a response to feeling grateful for our own good fortune. Many who have succeeded in business and career feel that much has been given to them to make their success possible – mentorship, [...]
Roth IRA conversions, AMT repeal, and VAT
The Washington Update from Andy Friedman Roth IRA conversions: Tax rates are likely to rise at year end as Washington considers whether to permit some or all of the Bush tax cuts to expire. On the other hand, tax reform efforts in 2013 could reduce rates. Fluctuating tax rates provide an interesting arbitrage opportunity for [...]
The Supreme Court Rules on Health Care Reform: What It Means For Investors
The Washington Update from Andy Friedman The Supreme Court has now upheld the individual mandate, the controversial part of the health care reform law (The Patient Protection and Affordable Care Act) that requires individuals to carry health insurance. At the same time, the Court struck down the requirement that states expand their Medicaid coverage to [...]
Tending to Your Non-financial Planning: Setting money aside, what is the future of your family?
Most successful people have planned for the future of their financial resources through the use of investments, insurance and legal documents. Fewer have tended to the non-financial aspects of planning for the future of family, reputation and contribution. The topic of wealth has many stigmas in today’s society and as such, families of substantial resources [...]
How much money will it take?
When owners begin to be proactive regarding succession and exit planning or as we call it, business retirement planning, there is one main question that needs to be answered. “When will I move from I need more to I have enough?” Both the question and the answers are as complex as they are varied. For [...]
