Welcome to our Blog page. Here, you can read our firm’s latest blog posts about timely tax, accounting and audit issues.

Protecting Your Family’s Assets and Legacy Through Trusts

June 22, 2020 | By Michelle Johnson

Senior members of a family office who plan for the future are increasingly turning to trusts as a valuable tool to guide their financial legacy....

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Family Office Succession Planning: Overcoming the Obstacles

March 24, 2020 | By Michelle Johnson

When an intergenerational family office shares common values and maintains close communication, there may be an assumption that the business will...

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Family Offices Add Reputation Management to Risk Management Agenda

November 25, 2019 | By Michelle Johnson

Researchers estimate there are more than 5,300 family offices serving the needs of wealthy families around the world, with 75 percent located in...

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Are Family Office Expenses Deductible as Trade or Business Expenses?

October 07, 2019 | By Michelle Johnson

The question of whether a family office meets the IRS definition of a trade or business for expense deduction purposes is far from black and...

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Reducing Opportunities for Fraud at Your Family Office

June 25, 2019 | By Michelle Johnson

Multifamily offices typically rely on a full team of advisors to help grow their businesses and keep them in compliance with tax and regulatory...

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How to Outsource Family Office Services for Greatest Efficiency

April 30, 2019 | By Goldin Peiser & Peiser

There are myriad challenges for a family office - from increasing complexity in the business and tax environments, to rising costs, and...

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No “Clawback” From Higher Estate and Gift Tax Exemption

January 07, 2019 | By Amber Gutschlag, CPA

The Tax Cuts and Jobs Act doubled the value of assets that can be transferred to an individual’s heirs without triggering federal estate or gift...

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