Category: blog

How Will Tax Code Changes Affect High-Net-Worth Investors?

Taxes were a huge part of President Trump’s campaign but so far the Trump administration hasn’t announced any new legislation. However, even though no big tax changes have been made to our country’s tax system they are almost certainly on

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Will New Corporate Tax Plans Hurt the U.S. in the End?

The winds of change are blowing when it comes to taxes and corporate taxes are no exception. President Trump and the House are both ready to lower the corporate tax rate in an effort to create a more business friendly

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Don’t Get Scammed This Tax Season

Thousands of people are conned out of money every tax season by scammers. The problem with these scams is that they sound very convincing and if you don’t know what to look for, then you could easily be taken advantage

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The Perfect Leadership Trio

Chip Conley, author of ” The Rebel Rules: Daring to be Yourself in Business, says your management team should consist of a brain trust that includes a “passionate visionary,” a “get-your-hands-dirty operator,” and a “responsible, finance-minded executive.” But how do

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Key Elements to Successful Teamwork

At our recent leadership retreat our team focused on two topics: Trust and accountability. After reading several books and having lively discussions for two days it became clear that a firm must have trust in order to hold people accountable.

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Identify Your Firm’s Future Leaders

Leaders are increasingly being asked to identify the emerging leaders in their organizations. To help in this process, we recently examined 360-degree performance appraisal data on more than 120 emerging leaders from 18 North American companies to see what leadership

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Attorneys for the Rich Anxiously Await Trump’s Plan for Estate Tax

Chances are most people will never have to worry about paying a federal estate tax, since the value of most people’s estates don’t exceed $5.34 million. However, if president Trump has his way, not even the very few taxpayers that

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Millions of Big Earners Should Expect Higher Payroll Taxes in ‘17

For those who have been excited to see their tax bill go down under a Trump administration, there might be cause for some concern, especially for some of the country’s highest earners. That’s because for the millions of workers who

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How Will Tax Reform Really Take Shape Under Trump and Ryan?

It’s no secret that both President Trump and other republican lawmakers want to change t he nation’s tax code and lower taxes across the board. However, as you might expect, they have different visions as to how to go about this. To

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Did I Accomplish All I Wanted?

When you think about life, what do we have that comes of lasting value? Eventually, we go to the grave and the things that we acquire don’t go with us, but the memories that we leave behind and relationships with others will

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