Wealth Bomb
The dynasty trust is the mother of all planning techniques. Its benefits and potential harm require serious thought and likely some soul searching.
Who Doesn’t Like Tax Free Capital Gains?
In this age of start-ups and founders everyone is looking for an edge. Smart tax planning can be one. There are a lot of tools in the tax planner’s kit; some however, less well known and utilized than others. One device that can be…
Here Comes the Sun(set)…. It Feels Like Years Since We’ve Been Here.
A Look Ahead at the Planning Implications of a Sunsetting 2017 Tax Act As most know by now, on January 1st, 2026, approximately 20 months from this writing, the extensive changes enacted by the “Trump tax law reforms” (TCJA) of 2017 will have expired. This sunset is now squarely on…
Estate Says It Lacked Liquidity To Pay Taxes Without Loans
As appeared in “Tax Notes Today Federal,” April 16, 2023, by Erin McManus. The estate of a widow of a regional bank founder is challenging a $5.47 million estate tax deficiency arising from alleged additional unreported lifetime gifts and understated valuations, and from disallowed interest on loans to pay expenses. Carolyn…
1031 Exchanges As Powerful Real Estate Investment Tools
A Practical Guide to Leverage Their Benefits and Avoid Potential Pitfalls 1031 Exchanges – A Primer 1031 exchanges are a powerful tool. For the savvy real estate investor, a 1031 exchange can reduce risk and increase diversification. In short, the investor can redeploy assets into other types/classes of real estate…
The Deal of a Lifetime – Essential Asset Protection Strategies for Real Estate Entrepreneurs
Those who have earned wealth through real estate will tell you it comes hard fought and is won deal by deal, zoning board by zoning board, tenant by tenant. Ultimately, as the net worth accumulates, it is likely to be highly concentrated in this single asset class – and you…
Fieldpoint Joins Enterprise Podcast Network to Discuss Financial Strategies for Entrepreneurs in “The Red Zone”
On Friday, Nov 4, Fieldpoint’s Nick Bertha, President of Fieldpoint Trust & Director of Wealth and Trust Planning, and Adam Ercoli, Director of Commercial Banking joined Eric Dye of the Enterprise Podcast Network for an interview to discuss the common threats that entrepreneurs face when they are approaching a valuation,…
Fieldpoint Private Trust President, Nick Bertha, details risk mitigation strategies in Chief Executive.
The closer you get to the goal, the more concentrated the risk. Consider these concrete financial strategies to pave a path to the end zone.
Fieldpoint Private Trust President, Nick Bertha, discusses estate planning in Financial Advisor.
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Nick Bertha of Fieldpoint Private On The 5 Things You Need To Understand About Cryptocurrency
Director of Wealth and Trust Planning, Nick Bertha, was interviewed by Tyler Gallagher of Authority Magazine as part of an ongoing interview series in which leaders and experts weigh in and share insights on understanding cryptocurrency.
Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
The new trust company leverages the benefits of America’s most progressive tax laws for clients. Greenwich, CT – May 4, 2022 – Fieldpoint Private announced the launch of a sophisticated full-service trust company, Fieldpoint Private Trust, in response to widespread demand from clients, advisors, bankers and others. Tim Tully, executive chairman,…
Tax Alert: Here We Go Again?
As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington…