Should You Be Worried About IRS Criminal Penalties?

Most people are aware that cheating on your taxes is against the law, but when it comes to tax compliance, not everyone is on the same wavelength about what constitutes “cheating ...

The Risks of DIY Wealth Management

We live in a DIY culture, but there are still some things that you should not try to do on your own. For someone with high net worth, wealth management is one of those things. Rath ...

4 Mistakes You Don’t Want to Make in Protecting Your Assets

You worked hard to build your assets. Unfortunately, those with bigger assets often become targets for litigation. Even if you’re lucky enough to escape that, life can change qui ...

Benefits of a Boutique Firm for Estate Planning & Income Tax Planning

When it comes to your taxes and wealth planning, it’s important that you have a team of people you trust to protect the wealth you have earned over time. The challenge for many p ...

Why Asset Protection is Critically Important

Asset protection for a high-net-worth individual or a business is an essential part of any wealth-protection strategy. According to a review by Harvard Law School, the U.S. far out ...