Global Perspective Blog

Posted: Feb 01, 2018
A major dilemma with navigating the divorce process is that it forces a person into an extremely emotional and gut-wrenching situation, and yet also requires extremely logical decision making to avoid major financial and legal mistakes. A quote by...
Posted: Jan 26, 2018
Much has been written about the founding of Bitcoin in the wake of the Financial Crisis, the blockchain technology that stamps every transaction with a code akin to a serial number on a dollar bill, the “miners” who earn fractional shares of Bitcoin...
Posted: Jan 25, 2018
It is estimated that the newly passed tax law could result in a reduction of billions of dollars in charitable giving starting this year. Although the long-standing charitable deduction methodology was preserved, overall giving could be...
Posted: Jan 25, 2018
For entrepreneurs in Silicon Valley, particularly first-time founders who bootstrapped their start-up, mediocre credit scores can be a painful fact of life. Perhaps company expenses were paid with personal credit, or, in the early days, a paycheck...
Posted: Jan 25, 2018
The new tax law has brought about significant financial changes and opportunities for individuals and families, not least of which is the substantial increase in the estate and gift tax Lifetime Exemption amount. This amount has essentially doubled...
Posted: Jan 25, 2018
From setting allowances to extending shared credit, parents must contend with constant challenges related to how money affects their children. But challenges are also opportunities, and most money matters involving children have the potential to...
Posted: Jan 24, 2018
The “Tax Cuts and Jobs Act of 2017” (TCJA) was signed into law on December 22nd and, while it will take some time to fully absorb its many impactful provisions, some key areas for planning clearly exist in this New Year. Probably the most...
Posted: Jan 24, 2018
As we reflect on the eventful year just passed, it is a good reminder of how difficult it can be to predict market outcomes. Even in the eighth year of a business cycle, and during a period when domestic policy struggles and geopolitical tensions...
Posted: Dec 05, 2017
As year-end approaches, it is time to review strategic planning opportunities with your trusted advisors. As we await the outcome of the tax reform bill, it is a good time to start the dialogue and prepare to act. With that in mind, here is a list...
Posted: Nov 09, 2017
On any typical day, one can freely access leading websites from smart phones, cull through personalized news services, and review all sorts of history, social media and shared information – all by tacitly accepting the many algorithms that track our...

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