Employing family members is a natural part of a family business. But it must be done carefully to avoid a visit from the IRS. Here are some important guidelines to follow. more >
By hiring your child for chores around the home or to work at your family business, you can transfer assets and help them save more for their future, thanks to the new tax law. Learn how. more >
As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax misunderstandings, from documentation to state taxes, which our wealth managers clarify. more >
The new qualified business income (QBI) deduction provides a new reason for small business owners to reconsider how they distribute profits to themselves. Learn why your business structure and compensation method matter. more >
With the new tax law, year-round holistic tax planning and a sound understanding of your income and deductions can help you identify opportunities and strategies to achieve a more efficient tax result. Here are some planning tips for 2018. more >
The new deduction for Qualified Business Income, also known as pass-through income, is one of the most complicated provisions of the tax act. Ray Edwards explains how the new deduction works for certain business owners and investors. more >
The president has signed the Tax Cuts and Jobs Act. What does that mean for the economy? Managing Director Marc Castellani of our Investment Strategy & Research group details our views on the tax reform's potential effects. more >
For top executives, thinking about what you will do in your later years is essential to having a sound financial plan and being emotionally prepared for retirement. Read how an Aspiriant client successfully transitioned into a slower-paced lifestyle. more >
Planning before acting often results in many benefits. This can be especially true when you’re facing a liquidity event like the sale of a business. Dawn Baca explains two strategies that can help reduce estate taxes. more >
Frequently, new clients come to us asking for help managing their money after they’ve received a huge payout from a liquidity event at work. If they had come to us before the event, we could have helped them keep more of their hard earnings. more >
