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2020 has offered plenty of excitement, with viruses, civil unrest, and a presidential election, among other things. And in the [...]

President Trump oversaw the passing of the Tax Cut and Jobs Act (TCJA) in 2017, with tax reforms designed to [...]

Domestic and international stock, bond, and real estate markets continued their winning ways during the 3rd quarter of 2020. The [...]

Over the last few decades, 401(k) plans have become the primary pre-tax retirement vehicle. These balances, used in conjunction with [...]

Qualified Opportunity Zone legislation was embedded in the Tax Cut and Jobs Act, signed into law on December 22, 2017. [...]

A couple of weeks ago, we wrote about the family office and described the single-family office, as well as the [...]