Personal Financial Services: Quarterly News
Overview
Teaching children about personal finance, owning foreign assets, assessing the impact of tax extenders, and staying current on the Net Investment Income Tax are topics that many high net worth individuals must address in an on-going basis. Understanding the often highly complex issues and ever changing rules are challenging for even the most diligent individual. In this issue of the Personal Financial Services Newsletter, the latest developments on the following topics are explored: (1) Children and Finances, (2) Foreign Assets, (3) Federal Tax Extenders, (4) Net Investment Income Tax Update, and (5) Upcoming Deadlines.