From: Andrew H. Friedman For many years, trusts have been the province of the wealthy, mysterious vehicles used to escape taxes and preserve assets for future generations. And for couples…
What Sets Us Apart
From: Andrew H. Friedman For many years, trusts have been the province of the wealthy, mysterious vehicles used to escape taxes and preserve assets for future generations. And for couples…
Part 3 of a 4 part series Provided by Ryan F. Barradas and Tim Young In our previous articles in this series we discussed the entrepreneur’s need for a decision-making…
Part 2 of a 4 part series Provided by Ryan F. Barradas and Tim Young In our last article we defined succession and exit planning as a process that facilitates…
From Andy Friedman of The Washington Update: The United States government has once again hit its borrowing limit. The government is permitted to borrow through May 18, after which it…
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…
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. …
Market Trend: Beginning in 2013, a new 3.8% Medicare tax will apply to certain investment income, and income taxes generally may increase if the Bush tax cuts expire. Thus, individuals…
A new excerpt from Andy’s speeches, added to the front page of his website, discusses his current thinking on the likely Congressional deliberations over the extension of the Bush tax…
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…
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…