Find practical legal information, helpful tips, and thoughtful strategies written by our attorneys. Each article is designed to help you make informed decisions and better understand the legal process.
3 min read
Sophia Duffy
Tax Planning in the Wake of Build Back Better.
Now that the back and forth over the Build Better Act has ceased, tax planners can formulate concrete tax-planning strategies to reduce the 2022 tax bill for our clients.
Cryptocurrency has been making headlines since the launch of Bitcoin in 2009, which has led to clients asking their advisors if they should get into the crypto game.
The Smart Way for Women to Think About Claiming Social Security
Clients often believe that there is no difference between retirement planning for men and women. However, women’s longer life expectancies make it more likely...
Panic at Family Inc.: Strategies for Business Transfers Under Biden’s Proposed Tax Plan
President Joe Biden has pledged that his sweeping American Families Plan will only target the nation’s wealthiest individuals, increasing taxes on those in the...
Does Big Data Discriminate? A Look at Artificial Intelligence and Race
The transformative effects of big data, machine learning, and AI systems on financial services are undisputed. Algorithmic trading, robo advice, and automated...
Rule of the Road for Newly Eligible Accredited Investors
For decades, the SEC’s criteria for an accredited investor — one allowed to participate in private capital markets — has been akin to the story of Goldilocks — both too...
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