fbpx
Financial Planning, Wealth & Tax Advisory

Taxation of Expatriates

The Heroes Earnings Assistance and Relief Tax Act 0f 2008 (the HEART, or “Heroes” Act), enacted on June 17, 2008, applies new tax rules both to certain U.S. citizens who relinquish their U.S. citizenship and to certain long-term U.S. residents who terminate their U.S. residency.

How to Buy a House in 2024: A Step-by-Step Guide

To buy a house, you should team up with a trustworthy real estate agent and make sure your credit is in good shape. If you plan to get a mortgage, you need a loan preapproval in hand before you can start looking at houses. Your mortgage lender will want an appraisal of the home, and […]

Are You a Micromanager?

Are you always giving your team “advice”? Do you need to approve every decision your team members make? Do you consider feedback a one-way street? If you answered yes to these questions, you may be a micromanager says Harvard Business Review.