New Tax On Lawsuit Settlements — Legal Fees Can’t Be Deducted
January 6, 2020 1:34 pm Leave your thoughtsMany plaintiffs will face higher taxes on lawsuit settlements under the recently passed tax reform law. Some will be taxed on... View Article
Steve Olson’s experience spans over a decade of focused tax planning, legal strategy interpretation, investment management, and advisory services to wealthy individuals and families throughout the U.S. Over the course of his still young career, Steve provides counsel and management on individual assets and portfolios—encompassing a combination of securities, real estate, privately held businesses and other alternative investments—ranging in value from $5 million to over $400 million in value.
Many plaintiffs will face higher taxes on lawsuit settlements under the recently passed tax reform law. Some will be taxed on... View Article
Almost undoubtedly, you’ve entrusted a team of specialists to administer your professional and personal wealth care. Their jobs are wealth... View Article
In the financial services world we are clearly used to paying fees; money management, mortgage transactions, banking, you name it.... View Article
“An Act to Provide for Reconciliation Pursuant to Titles II and V of the Concurrent Resolution on the Budget for... View Article
Steve Olson and The Center for Wealth Planning are now Atlantic Wealth Partners. We are structurally the same organization. All... View Article
It is common for a parent to want to be named as trustee of a special needs trust benefiting her... View Article