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March 15, 2024

Fishing Requires Patience

One of my favorite memories of growing up in Stockholm, Sweden, was fishing with my […]
January 26, 2024

Shedding Light on the Corporate Transparency Act

This year ushers in a new set of reporting requirements for closely held corporations, limited […]
December 27, 2023

Election Predictions

Ready or not, 2024 is right around the corner. A myriad of events await us […]
December 6, 2023

An Executive’s Guide to Non-Qualified Deferred Compensation Plans

Were you offered participation in your company’s non-qualified deferred compensation (NQDC) plan and find yourself […]
November 28, 2023

2024 Tax Rates & Inflation Adjustments

The IRS released Revenue Procedure 2023-34 (PDF) and Notice 2023-75 (PDF), which detail the tax changes, inflation […]
November 10, 2023

Thoughtful Intergenerational Conversations May Yield Fruit for Your Family

Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]