Tax-Free Capital Gains: Understanding the Qualified Small Business Stock Gain Exclusion

Written by: David Cooper, Joseph Bellante, and Mark Trunfio Many high-net-worth individuals are unaware of an incredibly valuable tax incentive: Section 1202 of the Internal Revenue Code, also known as the qualified small business stock gain exclusion. This tax-planning tool…
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What is a custody? Learn what family offices need to know about custody arrangements.

Family offices need to understand the definition of a custody and the many arrangements that are possible. In this blog post, we will review the definition of custody, overview the different types, and how they affect your business. Definition of custody  On December 30, 2009, the SEC released…