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For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?
January 29
SoftLedger -
Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.
January 28
Whittier Trust -
China currently dominates the market for the hardware and software used to mine cryptocurrency. Creating a large federal reserve would expose a major U.S. asset to potential Chinese meddling.
January 22
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It's never too early to school future heirs on the mechanics and productive uses of family wealth.
January 22
Fiduciary Financial Advisors -
If we establish a Bitcoin reserve, the U.S. taxpayer loses and the wealthiest Bitcoin holders win.
January 21
Knowfully Learning Group -
As we enter the beginning of 2025, bonus depreciation continues to leverage down as more portions of the Tax Cuts and Jobs Act expire.
January 17
McGuire Sponsel -
Cash flow, tax bracket and timing of distributions will determine whether pretax or post-tax treatment of retirement savings makes more sense.
January 15
Quotient Wealth Partners -
Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset.
January 14
J.P. Morgan Wealth Management -
If there's one thing we should have learned by now, it's that the constant state of change in our industry is driven by advances in technology.
January 8
Mercer Advisors -
The SEC should amend the regulation in order to help workers who can't afford to wait for an IPO to access the value of their equity.
December 31
Forge Global