Global Perspective Blog

Posted: Sep 13, 2017
While parents without substantial resources tend to discuss family financial matters with children out of necessity, those with means often avoid the topic. However, even for parents who are in a position to cover all of their family’s financial...
Posted: Sep 07, 2017
Since 1982, the Federal Reserve Bank of Kansas City has held an annual economic policy symposium in Jackson Hole, Wyoming. This event, typically in late August, is closely watched by the markets in search of guidance about future changes in interest...
Posted: Sep 01, 2017
Nonqualified Deferred Compensation (NQDC) Plans are a benefit often offered by corporations to high ranking executives, usually Directors and above. They are distinctly different from qualified retirement plans such as pensions or 401(k)s, and since...
Posted: Aug 25, 2017
Financial decisions made during your divorce will have a tremendous impact on your lifelong wellbeing; therefore, you deserve the best professional guidance to ensure those decisions are made in your best interest.  While navigating the divorce...
Posted: Aug 03, 2017
In the 1980’s blockbuster Back to the Future, flying cars are an ubiquitous reality in the then far-away future of 2015.  While that concept seems just as futuristic today as it did a generation ago, the autonomous self-driving car has quickly...
Posted: Aug 02, 2017
Every parent can probably remember being asked when they were expecting, “Are you hoping for a boy or a girl?”  The quick answer, of course, is that you are hoping for a child that is healthy.  Raising and caring for a child with special...
Posted: Aug 02, 2017
There are few opportunities that allow you to pay a tax bill now to avoid an even larger tax bill later.  Tax Code Section 83(b) does just that.  Put simply, Section 83(b) allows taxpayers to be taxed on equity grants, such as vesting...
Posted: Aug 02, 2017
If you hold qualified small business stock (QSBS) and are thinking of starting or investing in a new venture, consider rolling your capital gain associated with your current QSBS into the new enterprise. In the spirit of incentivizing continued...
Posted: Aug 02, 2017
Just last month at college campuses across the country, thousands of young men and women threw graduation caps into the air to celebrate achieving a major milestone. They were done! Similarly, sitting in the audience were their proud parents,...
Posted: Aug 02, 2017
You catch your flight, arrive at your destination, get to the car rental counter — eager to get a vehicle and get on with your vacation — and then, you get asked the dreaded question: “Do you want insurance coverage on your rental vehicle?”  ...

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