Insights

Planning for Tomorrow: Importance of Proper Estate Preparation

One of our accounting partners has a client whose father (in his late 80s) owned Manhattan real estate with an approximate value of $18M. Nearly all of his net worth was tied up in this property, which therefore presented the issue of how to cover...

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In The News  |  By Ladidas Lumpkins, CPA, JD, LL.M.

Overview of Domestic and Offshore Asset Protection Trusts

Having worked hard to secure a sound financial future for themselves and their loved ones, many individuals are motivated to protect their hard-earned assets from creditors. That’s especially true for high-income professionals and high-net-worth...

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Tax  |  By Arvinder Singh Matharu, BA (Hons), ATT

Indian Bank Interest, When is this Truly Tax Free?

A friend of mine, who is of Indian origin, was recently discussing with me how he had found a way to earn an eye watering 9% interest on cash deposits. He explained that deposits held in an Indian bank account typically earn interest of 7-9% and that...

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Issues and Opportunities in Estate Planning Under the New Congressional Leadership

By: Ladidas Lumpkins and Alfred Pruskowski The political ground appears to be shifting on the taxation of assets that are transferred among family members as part of their estate planning. While many details have yet to emerge, there are...

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