Have you been tuning in to the Zeifmans’ Non-Resident Digital Event Series? So far, we’ve discussed the niche challenges experienced by high net worth individuals, as well as tips and ...
More than life insurance
Most of us consider life insurance to be an important personal tool, offering peace of mind and financial protection in the event of an emergency. And while that is indeed ...
Treasury Department and IRS announce extension for US federal income tax filing
All US individuals and corporations with April 15, 2020 tax deadlines have had their US federal income tax deadlines for filing and payments extended from April 15, 2020 to July ...
Your estate trustee needs these 7 qualities
Selecting a trustee or executor for your estate is among the most important decisions you’ll make in the estate planning process. Many people automatically assume that the role should be ...
IRS provides guidance eliminating tax filings for Canadians holding RESPs
On March 2, 2020, the IRS released Revenue Procedure 2020-17 which has broad implications to US citizens in Canada who maintain Registered Education Savings Plans (“RESPs”) and possibly, Tax-free savings ...
5 essential qualities to seek in a trusted advisor
Being a business owner means having to take action in the face of uncertainty. No matter how much education you’ve amassed, or how many years you’ve been in business, to ...