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How to Plan for Your Family Continuity Under a Biden Administration

How to Plan for Your Family Continuity Under a Biden Administration By John Loudon “America may be more divided now than any time since the Civil War,” read the October 2017 headline on Salon.com. Today, more than three years later, things are much worse. Civil unrest, independent autonomous zones in major cities where police fear […]

Year-End Tax Planning Tips

Year-End Tax Planning Tips Last minute tax planning still available!  Not much time left. Explore what other family offices and high-net worth clients are using to mitigate taxes. Compliance Driven conservation easement investment opportunities! Approx a 5:1 charitable contribution deduction Deduction limited to maximum of 50% of Adjusted Gross Income Compliance Driven fee simple land […]

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