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10 Retirement Blunders and How to Avoid Them

Just like most events, the earlier you start prepping for retirement the smoother the transition should be. They say that knowing is half the battle; but if you’re planning your own retirement, how are you supposed to know what to do? Here are 10 [...]

By |2019-11-14T09:23:26-05:00March 4th, 2016|

Beware of Fraudulent “IRS” Phone and Email Scams

With the 2015 tax season underway, The Wolf Group would like to remind our clients and colleagues about the rampant phone scams from callers claiming to be from the IRS. These scammers employ sophisticated techniques to threaten taxpayers that they will be arrested by [...]

By |2020-03-19T15:50:34-04:00March 4th, 2016|

Year-End Tax Planning for U.S. Citizens and Other Tax Residents

As 2015 draws to a close, there is still time to reduce your 2015 tax bill and plan ahead for 2016. This article highlights several potential tax-saving opportunities for you to consider. Gift Giving Annual Gift Tax Exclusion: The most commonly used method for tax-free giving is the [...]

By |2020-03-19T15:51:15-04:00December 10th, 2015|

The Endowment Effect

We can often find ourselves acting in ways that don’t make sense. Your spring-cleaning plans go awry when you can’t seem to part with your favorite pair of pants circa 2005, even though they haven’t fit for the last decade. You have a set [...]

By |2019-11-14T09:20:39-05:00September 30th, 2015|

Congress Pursues Tax Reform to Encourage On-shore Investments

In a seemingly reluctant nod to increasing pressure from other more pro-business tax regimes, the U.S. recently introduced a proposal for legislative change in the form of an innovation (intellectual property) box regime. Similar regimes have been around for a number of years in [...]

By |2020-03-19T15:52:22-04:00September 28th, 2015|
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