At My Accountant, we have been a leading provider of financial and administrative services for high-net-worth families, individuals, and family offices. Today, we are proud…
Please join us for an in-depth conversation with Shawn Barberis and Lori Coonen of MTM360 as they discuss the fundamentals to successful multi-generational wealth transfers.
Together, along our own CEO Ken Eyler, Joe & Jay discuss best practices from a Property & Casualty perspective.
José speaks from the perspective of a high-profile client and how he has found success both on and off the field.
It’s not unusual for Joe Farren and his team of financial experts to occasionally come across clients who have suddenly inherited a windfall and are not equipped to manage the influx of money.
It's a dilemma almost every high net worth financial advisor has faced — being blindsided by a client's big-ticket purchase so large that it limits their investable funds.
As the number of millionaires in the world grows, so does the available targets for fraudsters, said the owners of a firm that focuses on assisting high-net-worth clients and family offices.
New IRS rules mean high-net-worth clients may not be properly accounting for Social Security or workers comp when paying their domestic help—especially if they use certain payment methods.
New IRS rules require reporting income for some transactions of just $600 or more, down from a much higher previous threshold. Wealthy clients who routinely pay domestic help and other workers could get tripped up in tax reporting.
Some estimates indicate as many as 50–80% of retired professional athletes go bankrupt within five years of retiring. The statistics vary somewhat, and they depend…