Have you been working in a state other than where you live during the pandemic? Then you may have to file income taxes in multiple states. Find out why and how it could affect you. more >
Aspiriant wealth managers offer a dozen tips on budgeting, taxes, saving, spending, managing income, protecting your assets and more to help you start the new year off right with your money. more >
When you’re ready to start a long-term giving program, choosing the right philanthropic vehicle can feel challenging. Here’s how a family office team can walk you through the steps to leaving an impactful legacy. more >
If you’ve been working with a financial plan and building your wealth over the years, there may come a time when you’ll need a higher level of advisory service. See what that may look like. more >
Financial crimes are on the rise, and people with diminishing capacity or other vulnerabilities are the biggest targets. Designating a trusted contact today can help your financial advisors protect you from exploitation in the future. more >
Special purpose acquisition companies have become a popular way for companies to go public. Learn more about them to decide whether your firm should merge with a SPAC. more >
Two ballot measures would make some of the most sweeping changes to California property tax law in 42 years, if passed. Find out how they may affect property owners and what you can do to plan ahead. more >
Unemployment can be a stressful time. But it’s much easier if you plan ahead. Learn what you need to do to take care of yourself financially while you move on to bigger and better things. more >
Rob Francais discussed the challenges and opportunities of managing a wealth advisory firm during the coronavirus pandemic as the featured guest of a Barron’s The Way Forward podcast. more >
A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to review your estate plan now. more >
