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State Directory- Tax PlanningA family office can handle all things financial for the ultra-wealthy and their families – from investment management to bill paying, tax planning and funding charitable causes.
- Charitable GivingFor example, the payout rate for a 74-year-old is 6.4%, which means that someone who makes a $50,000 QCD to, say, a school’s charitable gift annuity life income plan could receive $3,200 per year for as long as the person lives. Once the person passes away, the university would keep the remainder of the donation.
- Avoiding Probate
- Roth IRARoth IRA owners don’t have mandated withdrawal requirements during their lifetimes. But that’s not the case for those who inherit a Roth IRA.
- Tax DeductionsTiming: QCD monies must actually leave the IRA by Dec. 31. (Don’t wait until the end of the year when custodians are the busiest.)
- Income TaxWhat are tax advisers thinking? The reduction in the excise tax “is certainly on my mind as we begin addressing our clients’ 2023 income tax filings and planning,” said Jo Anna M. Fellon, a CPA and the National Leader of Private Client Services at Marcum LLP, a national accounting and advisory services firm.
- Investment Management“As an investment management lawyer representing investment advisers and broker-dealers, I have seen it all. From overreaching sales practices and unfair marketing to outright fraud.
- Accounting Services
- Financial PlanningHigh-net-worth clients' financial assets require particular care. Failing to integrate financial and estate plans may inadvertently derail other legacy objectives. In this presentation, we will discuss how all of your advisers (financial professionals, CPAs, lawyers) complement each other, how estate and financial planning dovetail, and the importance of a survival analysis to ensure your wishes are respected and honored.
- Retirement PlanningThe 2012 Axiom Business Book Silver Award in Personal Finance/Retirement Planning/Investing honoring the year's "best business books."
- AnnuitiesFor the split-interest entity, most charities offer payout rates that are provided by the American Council on Gift Annuities. On its website, the nonprofit organization describes the rates as “designed to balance an attractive payment stream for the annuitant with a good gift for the charity.”