Imagine Your
IDEAL
Imagine Your
IDEAL
Latest News
Navigating the Massachusetts Millionaire’s Tax: Implications for High-Net-Worth Individuals with Multi-State Real Estate
Written by: Jonathan C. Hitter, CPA, MST, CGMA and Angela Parziale, CPA, MST The Massachusetts Millionaire’s Tax, a significant fiscal…
Preparing for Change: Strategic Tax Planning for High-Income Earners Ahead of TCJA Sunset Provisions
Written by: Stephen Candelario, CPA As key provisions of the Tax Cuts and Jobs Act (TCJA) approach sunset, high-income earners…
5 Strategies for Multigenerational Wealth Management
Written by: Jordan Yorks In the intricate dance of wealth management, transferring assets across generations is a pivotal movement. High-net-worth…
Get Valuable Updates
Sign up for our e-newsletter for industry alerts and business trends.