Tax/Estate Planning & More

Family Office Vlog Series: Ep. 2 – What is a Multi-Family Office?

Posted in Asena Client, Commentary, Entity Classification Series, Family Office, Featured Articles, Peter Harper, Quick Guides, Tax Questions, Tax/Estate Planning & More | Posted on Feb 1, 2023

Learn why family clients are looking to start a multi-family office in our second episode of the Family Office Vlog Series with Asena...Read more

Family Office Structure

Posted in Asena Client, Entity Classification Series, Family Office, Featured Articles, Quick Guides, Tax Questions, Tax/Estate Planning & More | Posted on Jan 18, 2023

Family Office Structure After covering business entities and formations such as LLCs and C corporations, let's look into the growing industry of family...Read more

Generational Skip Trust

Posted in Featured Articles, Asena Client, Quick Guides, Tax Questions, Tax/Estate Planning & More | Posted on Jan 11, 2023

Generational Skip Trust With previous discussions of estate planning and grantor trust, let's examine another common practice within financial planning: generation-skipping trust. What...Read more

U.S. Expats in Australia Taxes

Posted in Australia, Expatriate, Quick Guides, Tax/Estate Planning & More | Posted on Jan 4, 2023

U.S. Expats in Australia Taxes Whether you're a U.S. citizen or a green card holder living in Australia, you need to be aware...Read more

IRC 677

Posted in Quick Guides, Tax Questions, Tax/Estate Planning & More | Posted on Nov 9, 2022

To build upon our previous discussions on foreign grantor trusts, today's topic concerns Section 677 of the Internal Revenue Code (IRC). Specifically, this...Read more

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