Understanding the qualifications and model of service when receiving financial advice is critical. International financial advisors use different designations and follow different standards of client service. Not all models have the best interest of a client [...]
The Tax Cut and Jobs Act of 2017 fundamentally changed the landscape of tax efficient charitable giving for investors and retirees. With the elimination of many miscellaneous itemized deductions, the implementation of a cap on state [...]
As society remains isolated to combat the spread of COVID-19, this is leaving a crippling economic impact across our economy, creating operational difficulties for many non-profit organizations. In response, the government has passed a massive stimulus [...]
After several months of sheltering in place, you may have begun to venture out in these early stages of the “re-opening”. Knowing the virus is still out there, you covered your face with a mask, put [...]
Those living, or soon-to-be-living in the United States, on a green card or U.S employment visa, face many financial, tax, and legal issues that average American citizens do not. Unfamiliarity with the U.S. tax and legal [...]
First and foremost, we hope you and your families are safe and healthy. These are indeed unprecedented times and unprecedented actions are being taken to combat the societal and economic impact of the COVID-19 pandemic. As people across the [...]
The Coronavirus-induced sell off in late Q1 2020 rattled investors globally. Markets are now trading at some of the lowest levels of the past three years and many investors are seeing their retirement account balances significantly [...]
The CARES (Coronavirus Aid, Relief, and Economic Security) Act was signed into law Friday March 27, 2020. The CARES Act delineates a series of relief measures to provide $2 trillion of financial stimulus in reaction to [...]
Marriages and families of mixed citizenship and nationality present unique cross-border wealth management issues. As an international financial advisor, Frederic Behrens addresses several tax disparities between spouses who may be nonresident aliens (NRAs) and U.S. residents/citizens, [...]
Selling a franchise business is more than simply waiting for investment bankers to negotiate the highest sales price. Like any business endeavor, establishing sound goals and objectives in addition to tax efficiency requires strategic planning well [...]
