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PFIC Rules (Passive Foreign Investment Company) relate to U.S citizens who reside outside the U.S. The rule looks to prevent U.S. citizens from deferring tax on passive income earned through non-U.S. corporations. It's a complex issue that we help many...

During periods of market stress it is very common to focus on potential changes to the portfolio. However, there are many tax, estate and financial planning opportunities to explore. In fact, certain strategies can be even more effective during a market...

To incentivize giving, the government provides a tax credit when making an eligible charitable donation. How to qualify, and how the tax credit is calculated can be found in this article. Any questions, on this or other charitable giving strategies, please...

It's common to distribute your assets on death outright to your loved ones. However, there are alternatives that may make sense depending on your situation. This article provides an overview of testamentary trusts and why you may want to consider adding...