Corporate Inversions: The Good, The Bad, and The Ugly!

Dear Clients, Colleagues, and Friends, We are all familiar with Charles Dickens’ classic novel, A Christmas Carol. Ebenezer Scrooge is visited by the Ghosts of Christmas Past, Present, and Yet to Come. By reliving his memories and peering into the future, he grows as an individual, developing a more kind and compassionate mentality, thereby benefiting his employees and community. Well, in this 2015 season of the holidays, a different phantom may be visiting you – it is called Phantom Income […]

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Death and Taxes: Two of life’s Surest Things

Dear Clients, Colleagues, and Friends, “It’s a beautiful home,” the well-coiffed realtor gushed to Sally and Ned. “How much did you say you paid?” Ned proudly told her what he spent on their “dream home” over 30 years ago. The realtor’s eyes shot up in surprise, “You could get 30 times that today.” The couple stopped short, shocked. They had no idea their residence could be worth so much. With such a highly appreciated asset, they wondered how capital gains […]

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