Choosing the Right Investment Advisor Choosing an advisor to manage your wealth is an extremely important decision; one that can have profound effects on your accumulation of wealth as well as your overall financial well-being and peace of mind. Understanding the difference between a [...]
Learn more about the exit tax that applies to certain expatriates
Investors with a written financial plan and who use an advisor are 50% more likely to maintain their target asset allocation than those who don’t.
U.S. income taxation of foreign pension plans
Download PDF “No sight that human eyes can look upon is more provocative of awe than is the night sky scattered thick with stars.” – Llewlyn Powys. Summer is once again upon us, and its stars are shining as bright as ever. The [...]
Download PDF Some people feel the need to climb a mountain to seek the wisdom of some sage ascetic. Others find comfort in conforming to popular trends. Investment styles can also vary greatly. Some feel comfortable owning “the market” using exchange-traded funds (ETFs) [...]
Download PDF Happy New Year! Maybe the end of every year evokes such feelings, but it seems that a lot of people are very happy that 2012 is behind us. Maybe it was the incessant bickering of the U.S. elections. Maybe it was [...]
You don’t have to know much to know that the world is a complex place. All you have to do is turn on the television or pick up a newspaper and you are bombarded with alarming concerns - Fiscal cliff, elections, inflation, severe weather, [...]
With all of the states trying to raise revenues to deal with their budget shortfalls, the District of Columbia is not immune. One of the hidden gems of D.C.’s tax law has recently been changed. Until recently, DC did not have an “add-back” of [...]
If it seems like the 2011 tax season just ended, that is because it did! October 15th was the final filing deadline for the majority of US taxpayers and The Wolf Group is proud to say that once again our tax staff successfully finalized [...]
