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[…]

Disclosing Your Foreign Assets to the IRS

Disclosing Your Foreign Assets to the IRS

Wealthy on-screen icons throughout movie history have used secret Swiss and other foreign bank accounts to shield their untold millions from prying eyes. The idea of such accounts being beyond the reach of the U.S. Treasury held a grain of 20th-century truth. However, thanks to a host of new international disclosure agreements, today’s financial world Read more about Disclosing Your Foreign Assets to the IRS[…]

The Personal CFO and Why You May Need One

The Personal CFO and Why You May Need One

Every sophisticated enterprise, from a mid-sized company to an international corporation, from a major record label to the “loan out” company of a rock star or professional athlete, needs a Chief Financial Officer (CFO). This top-level executive supervises and coordinates the efforts of the accounting team, attorneys, and everyone else involved in the organization’s finances. Read more about The Personal CFO and Why You May Need One[…]