The private client services group of CBIZ New York provides innovative solutions for managing the day-to-day financial administration activities of family groups and high net worth clients. For more than 40 years, CBIZ has developed numerous long-standing relationships by simplifying the complexity and difficulty of handling routine financial matters for its clients. As a result, CBIZ clients are able to enjoy the benefits of their families, wealth and lifestyles, knowing their personal and administrative needs are being handled with the highest level of integrity and professionalism. As a nationally ranked Top Ten Accounting Provider (Accounting Today, 2015), CBIZ has a multidisciplinary team of professionals uniquely positioned to implement an end-to-end family office and personal business management approach with a full suite of customized services.
Why is New York City one of the best places in the world to live and work?
We’ve all heard the truism about New York City, that “if you can make it here, you can make it anywhere.” And I believe that is absolutely true. A big part of what makes New York one of the most dynamic cities in the United States is the inherent challenge that that statement poses. Small […]
Seriously? Estate-tax repeal again?
Almost a year into the presidency of Donald J. Trump, the world of global finance is changing. While lawmakers work toward tax-law changes, many advisors are trying to anticipate those changes and how they will affect us and our client-families’ future wealth. The truth is, we don’t know what the new tax structure will be. But change is not a new concept to estate planners, […]
What tax changes should I expect after the presidential election?
We expect, and often want, changes when a new president takes office. However, the pre-election estate and gift tax proposals from each of the candidates are so different that families of substantial wealth, and their advisors, should prepare now for either set of possible changes. Hillary Clinton has proposed reducing the current, combined estate and […]
What estate-planning moves do I need to make to protect my digital assets?
We live in a world were nearly everyone uses the internet to store important information on computers. What happens to this information, whether at your death or incapacity, depends on the plans you put into place while you are alive and competent. Those digital assets fall into four basic categories: 1. Personal Devices • Computing […]
