White Paper: Liquidity Makes the World Go ‘Round
Over three decades of globalization, world nominal GDP expanded from $19 trillion to $89 trillion, a 4.5-fold increase.
White Paper: Squeezing the Stretch
On December 20, President Trump signed the SECURE Act. The new law, which applies to events occurring after 12/31/19, makes significant changes to the federal tax law around IRAs.
Intentionally Defective Grantor Trust (IDGT)
Shift future growth of assets out of your taxable estate by selling them into a trust, freezing their value for estate tax purposes, and minimizing the impact on your gift tax exclusion.