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High-Net-Worth Planning for 2015

While changes in tax laws can affect investment goals of high-net-worth individuals and families, strategic planning can help to mitigate tax burdens. Here are a few ways to maximize wealth transfers in the New Year
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ASSET Act Could Delay Estate Tax

The American Solution for Simplifying the Estate Tax Act of 2014 (ASSET) H.R. 5872 was introduced to the House of Representatives in mid-December 2014. The Act is structured for business owners, which would allow taxpayers to pay an additional 1% income tax during their lives that would permit deferral of estate tax.
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Same-Sex Marriages Legal in FL

Shortly after the United States Supreme Court ruled that a same-sex marriage ban in Florida was unconstitutional, court clerks were warned not to issue marriage licenses to same-sex couples until ‘clarification' of the ruling was settled.
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