Partnership for the Delaware Estuary的动态

So thrilled to be featured in the latest issue of Stroll Treesdale! Big thanks to the team for spotlighting our journey and business. Your dedication to highlighting local stories is truly commendable. ?? Community support means everything! Need tax help or just want to connect with the community? Don't hesitate to reach out! We're here to lend a hand and support one another. Together, we can thrive! ?? #LocalSpotlight #CommunityLove #taxseason #taxplanning #taxhelp #pittsburgh #accountant #TaxAccounting

Did you miss WHLA Action Day last month? Here are some key takeaways from our own Michael Luehrs: ? Repeal of Wisconsin’s Personal Property Tax: Attendees personally thanked legislators for repealing Wisconsin’s personal property tax, which lifted a longstanding burden on owners of Wisconsin hotels. This is something hotel association members have been actively pushing for years.? ? School Start Date Law (AB 345/SB 429 and SS 011-24): Legislators were asked to oppose changes to the law and protect the summer travel season by disallowing municipalities to move school start dates to earlier in August.? ? Opportunity Grant Program (AB 856/SB 810): Elected officials were encouraged to support the program, which helps Wisconsin fund and attract events like the Ryder Cup and the NFL Draft.? ? Training for Human Trafficking Awareness (AB 973/SB 940): Support for this education was prevalent, and as many as 600 hotels across the state of Wisconsin have already invested in this training. #WHLAactionday #gmhla #hospitalityindustry #madisonwi

Happy St. George's Day! ?? Today, we celebrate England's rich heritage and values of bravery and resilience. Just as St. George fearlessly battled the dragon, we're here to tackle your financial challenges head-on! ???? ?? Call us at 01767 312696, shoot us an email at [email protected], or simply drop us a message. Let's maximise your financial potential! ?? #accountant #accountants #accountancy #charteredaccountant #accountantsuk #stgeorgesday #SmallBusinessSupport #AccountingAdvice ????

The unique ecosystem of the family office involves many moving parts. Any discussion of family office administration has to consider the complex relationships between elder and rising generations, trustees and beneficiaries, advisors and family members. ? Here is a list of seven books that we have found particularly insightful or influential, and cover most aspects of the family office ecosystem, including administration, vision-setting, and relationships. (Note, the order does not rank importance!) ? 1. Complete Family Wealth, 2nd Ed.?by Hughes, Massenzio, and Whittaker 2. Wealth 3.0?by Grubman, Keffeler, and Jaffe 3. Legacy?by Richard Orlando, Ph.D. 4. The Myth of the Silver Spoon?by Kristen Keffeler 5. Borrowed from Your Generation?by Dennis Jaffe 6. Advising Ultra-Affluent Clients & Family Office?by Michael Pompian 7. Family Legacy & Leadership?by Mark H. Daniell & Sara S. Hamilton ? For an overview of each, read here. ? https://lnkd.in/d4nDCz7g ? #familyoffice #trustsandestates #bookreview

?? Funding Senior Living: Vinney 's Approach to Financial Due Diligence Vinney dives into the financial considerations when bringing residents into assisted living facilities. Discover how he evaluates both financial and health factors to ensure a successful partnership. ?? Key Takeaways: - Requiring 3 years of rent history for financial due diligence - Assessing residents' care needs and health status - Understanding the economics of private-pay senior housing Check out the full episode of The Investor Impact: Power Talks with Vinney ! ??? #AssistedLiving #FinancialDueDiligence #SeniorCare

Sven, our newest Winthrop Wealth team member, is really embracing tax season, National Pet Day, and #DonutThursday. ???? ?? Kanes Donuts #WinthropWealth #TeamMemberSpotlight #TaxSeasonJoy #EmbracingDonutThursday #PetAtWork #WinthropWealthFamily #NationalPetDay

One of the aspects of my job I find most enjoyable is helping families develop a customized process and strategy that meets their needs when organizing family meetings and retreats. It requires careful planning and attention to detail in order to achieve a gathering that has intention and purpose. This Q&A has some great examples and things to think about!

Please join my partners Thomas Abendroth, Christine Quigley and me (Kevin Matz) at our next ArentFox Schiff Family Office University event on June 18th as we discuss “Hot Topics in Estate Planning for High Net Worth Individuals and Family Offices.”?This program is available both live from our New York office, and via webinar. Among the topics we will address are: (1) The US Supreme Court's June 6th decision in Connelly v. United States concerning the estate tax consequences of using life insurance to fund a corporate redemption of the decedent's ownership interest in a closely-held entity (2) Planning for the sunset on December 31, 2025 of the temporarily doubled federal estate, gift and generation-skipping transfer tax exemptions; (3) The impact of recent IRS guidance concerning modifications to an irrevocable grantor trust on beneficiary consent to add a tax reimbursement clause; (4) The Corporate Transparency Act; (5) Social welfare philanthropy with Section 501(c)(4) organizations; and (6) The latest developments concerning required minimum distributions from qualified retirement plans and IRAs There is no cost to register, and you can attend by clicking on the below link. I look forward to seeing you there! Kevin

Beyond the Books?? - This week we are highlighting Staff Accountant, Dominic Lough. ?: Dominic enjoys spending time with his family, umpiring baseball, and going to WVU games. ??: His favorite restaurant is Tropics in Morgantown, WV. ??: He chose accounting because he enjoys doing math and being able to find the benefits, credits, and tax breaks that will deliver the best outcomes for our clients. #TeamSuttle #WV #MorethanAccounting #PublicAccounting

Please join my partners Thomas Abendroth, Christine Quigley and me (Kevin Matz) at our next ArentFox Schiff Family Office University event on June 18th as we discuss “Hot Topics in Estate Planning for High Net Worth Individuals and Family Offices.”?This program is available both live from our New York office, and via webinar. Among the topics we will address are: (1) The US Supreme Court's June 6th decision in Connelly v. United States concerning the estate tax consequences of using life insurance to fund a corporate redemption of the decedent's ownership interest in a closely-held entity (2) Planning for the sunset on December 31, 2025 of the temporarily doubled federal estate, gift and generation-skipping transfer tax exemptions; (3) The impact of recent IRS guidance concerning modifications to an irrevocable grantor trust on beneficiary consent to add a tax reimbursement clause; (4) The Corporate Transparency Act; (5) Social welfare philanthropy with Section 501(c)(4) organizations; and (6) The latest developments concerning required minimum distributions from qualified retirement plans and IRAs There is no cost to register, and you can attend by clicking on the below link. I look forward to seeing you there! Kevin