Here’s what goes into planning your estate
201704.24
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Here’s what goes into planning your estate

Estate planning is no easy task. It’s even less appealing when you think about the circumstances that might require you to. With a whirlwind of emotions going through your mind, it’s hard enough to think about your regular responsibilities. Now added ones just dropped in your lap. We strongly urge families to hire lawyers or financial…

Wait & See Estate Planning
201703.27
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Wait & See Estate Planning

The most common concern we see in clients about estate planning is the fear of getting boxed in and taking losses. The world of estate planning is volatile, but just because laws and regulations are bound to change, does not mean you should skip planning altogether. Wait & See Estate Planning lets high-net-worth clients like…

Tax-Cuts Depend on Healthcare Reform Success
201703.21
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Tax-Cuts Depend on Healthcare Reform Success

Republicans in congress are all talking about repealing and replacing Obamacare. We hear about it almost everyday. As important as a good healthcare plan is, be it Obamacare or something else, people are more concerned about another issue that’s tied in with the repeal – tax cuts. Trump and company have repeatedly announced that there…

You (probably) need a financial advisor
201701.09
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You (probably) need a financial advisor

Financial planners are not just for the wealthy CEOs driving around (or even being driven) in their shiny, black company cars. There are different levels of advisers and you have to pick one that fits your budget. However, most of us could definitely use some help with our finances, especially when it comes to investments,…

Trump trumps tax laws, but he’s not the only offender
201610.11
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Trump trumps tax laws, but he’s not the only offender

We’ve all heard and read about Donald Trump’s near billion dollar loss by now, but it turns out that Donald Trump’s tax scandal could be considered small potatoes when we look at how wealthy companies “cheat” the tax system every year. Through charity spending write-offs, different property schemes, investments and taking private jets to offshore…

The Double Irish: Apple’s Tax Advantage
201608.30
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The Double Irish: Apple’s Tax Advantage

Early today the European Commission ordered Ireland to collect $14.6 Billion in unpaid taxes from Apple. This is the third major crackdown on American companies by the EU in just a year. Last October, the European Commission demanded similar payments from Starbucks and Fiat Chrysler. Is this the end of one of the most efficient…

Garza Harris Ltd. To Attend Capstone Conference As Partner
201606.14
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Garza Harris Ltd. To Attend Capstone Conference As Partner

Garza Harris Ltd. has joined as a partner with Capstone Conferences for the upcoming mid-July event at the Gaylord Texan Resort and Convention Center. The conference will take place from July 15-16, and high net worth individuals will come from around the United States to participate in networking, talks, and peer-to-peer learning. Capstone Conferences act…

Over 1 Million Americans Have Now Filed For the FATCA
201604.08
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Over 1 Million Americans Have Now Filed For the FATCA

FATCA filings have grown steadily over the last five years—17% per year, in fact—and Forbes recently reported that 1,163,229 Report of Foreign Bank and Financial Accounts (FBARs) were filed in 2015. That would be over 1 million Americans, many of whom are middle class citizens working abroad, who must fill out hundreds of pages of…