Done well, seminars and blogs brand you as the expert, and directly lead to new business, new word-of-mouth referrals, and more speaking engagements. Done poorly, it can be a waste of your time and money. Well, not a total waste: At least you’re getting your name out there. But will they remember it? Will they…
Wealthy individuals often have the bulk of their net worth tied up in highly-appreciated, illiquid assets such as real estate or privately-held businesses. This lack of liquidity can make charitable planning quite challenging, as few charities are adequately prepared to accept donations of such illiquid assets directly, and if the donor chooses to sell the…
Even with the Presidential election now over, there remains nothing but uncertainty in the area of individual income tax planning. Will the top marginal income tax rate for individuals rise from 35% to 39.6% next year? Will the top tax rate for long-term capital gains rise from 15% to 20% (plus an additional 3.8% with…