On the heels of our 2018 findings, the 2021 WHY of Wealth® Survey digs into the evolving priorities, perceptions and beliefs that define our relationship with wealth. We examine the influence one’s age and profession have on wealth perception as well as the significant change in attitudes brought about by the COVID-19 pandemic.

California voters passed Proposition 19 in the November election. Two big changes to transfer tax laws pertaining to California real estate will go into effect in February.

This year has been challenging for small businesses. During the holiday season, consider “shopping small” to support the businesses in your community.

As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act signed effective April 2, 2020 aims to address economic and industry impacts of the COVID-19 pandemic. We outline the key provisions and potential impacts.

The Treasury has outlined expanded deferral opportunities for O Zone funds and laid out penalties for violating those rules. We review these new rules and rewards that come two years after the Trump administration’s 2017 overhaul of our tax system, creating opportunity zones.

We dig into the emotional, financial, tax, and estate planning aspects to consider when choosing a seasonal home that best meets your current and future needs.

If you own real estate—perhaps a vacation home or income property that has increased substantially in value over the years—and you want to keep it in the family, there are a number of planning strategies you can use to help minimize the estate and gift tax consequences of the transfer.