In the News: Money

In the News: Money

For certain taxpayers a deductible IRA contribution is not only an immediate tax savings, it also may qualify them for a third stimulus check under President Biden’s American Rescue Plan legislation. These $1,400 stimulus checks have already begun to arrive via direct deposit, and will continue to be issued over the coming days and weeks. Read more about In the News: Money[…]

In the News: Wealth Management

In the News: Wealth Management

Holographic wills are allowed in the State of California. However, the mental capacity and state of mind of Larry King will play a vital role as to whether or not his previous attorney-drafted estate plan will hold up. Rumor has it that his estate is worth close to $100 million. More on this here: https://www.wealthmanagement.com/estate-planning/larry-king-s-handwritten-will-throws-estranged-wife-curveball

In the News: Yahoo Finance

In the News: Yahoo Finance

Dealing with million dollar and multi-million ‎dollar income earners is something Harvey and his staff are intimately familiar with. And, the famous song by “Mo Money, MO Problems” is not what Harvey’s accustomed to. Rather…Harvey’s clients: a) make more money, pay in the least amount of taxes legally after taking advantage of tax exemptions, tax Read more about In the News: Yahoo Finance[…]

In the News: Wealth Management

In the News: Wealth Management

Harvey explains why successful entrepreneurs need a personal CFO to manage and bridge the gap between their business and personal financial lives. Many times this ultra-valuable resource is missing, thereby creating havoc, especially when it comes to estate planning and business succession arrangements. Acting as the team quarterback, the personal CFO coordinates and implements the Read more about In the News: Wealth Management[…]