The key to transferring large amounts of wealth was discussed 2000 years ago by the patron saint of estate planning attorneys, Archimedes.
Regarding leverage he observed, “Give me a place to stand and I will move the earth.” Using leverage to move the earth—or to move your wealth—is the key to achieving noteworthy results. Each U.S. resident can give away, during lifetime, $5 million as well as the current annual gift exclusion.
Tax Partner/Tax Director- Family Wealth Expertise
TaxConnections has been retained by a client to locate an individual who has substantial tax expertise with high net worth individuals and a family office background. Our client is located in California and will be responsible for guiding the family in individual tax, trusts, estate tax, partnership tax, Subchapter S tax, gift tax, and private foundations. Read More
The Day After April 15th: How To Find A Tax Job When Your Firm Downsizes
What Happened To Bitcoin?
The Life Of A Tax Advisor In The Israel War Zone Today
Impact Of Sales And Use Tax On Mergers And Acquisitions
TITGA Reports On Status Of IRS Digital Asset Monitoring And Compliance
Recent Comments