Insights and Education

Q3 2024 Market Review and Q4 Outlook

Section 1202 of the IRS code presents a significant opportunity for eligible business owners to save millions of dollars in taxes.

Unlocking Retirement Savings: The Mega Backdoor Roth IRA

Choosing an Art Advisor: A Comprehensive Guide

Real Estate Professional Rules Explained

Amazon RSU policy and new RSU choice

Family meetings serve as structured dialogues aimed at reducing tensions and nurturing familial connections.

Art Valuation and Appraisal, Navigating the Nuances of Art Worth

10 Tips for Risk Management in Art Collections

Location of assets in a client’s financial structure to take advantage of the structural tax differences of the investments available.

On Thursday, March 21st at 12:00 PM (PST), Avantia recorded a live discussion on “Cyber Prevention – How to Safeguard Your Family,”...

Concentration risk in single equities is a common puzzle for ultra-high-net-worth families.

Consider donating long-term appreciated securities as a part of your charitable planning.

Comparing Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Private Foundations.

join our clients for a discussion on the key provisions of the program so that our families can best take advantage of their benefits

a 7% tax on the sale or exchange of long-term capital assets, such as stocks and business interests, above a $250,000 annual threshold.

Explore the fascinating world of art law with The Art Law Podcast. Delve into topics like fraud, copyright, and Nazi-looted art with experts

Family businesses, hold a special place in the hearts of their owners, embodying a legacy of pride, identity, and shared dreams.

Transitioning your business is a significant endeavor that involves careful consideration and planning.

Art is an asset of passion, not only can it stir the soul, but it can also be an important long-term investment