Relocating a business headquarters to another state can be a strategic move, offering benefits such as lower tax burdens, reduced operational costs, and access to a more favorable business climate. However, while the financial incentives may seem appealing, companies must navigate a complex web of ...
High Net Worth Individual
On the heels of intense legislative negotiations, the One Big Beautiful Bill Act (OBBBA) has officially been signed into law, ushering in one of the most significant overhauls of the tax code in recent memory. The legislation includes a wide range of provisions affecting individual taxpayers, ...
On November 7th, 2024, the IRS released Form 15620 as the standardized form for taxpayers making the Section 83(b) election. This election allows taxpayers to pay taxes on the fair market value (FMV) of certain property, such as restricted stock and options, received in connection with the ...
Family offices (FOs) continue to expand across the globe: according to Deloitte, there will be 10,720 FOs by 2030. Given this rapid growth, there has been interest in FOs’ investment and operational strategies. Several recent studies have forecasted the future of FOs’ tactics, and have found a ...