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.
What are the tax benefits of charitable giving?
As Worth magazine celebrates the men and women who have set out to change their communities and the world for the better, it is fitting to consider one of the most effective and dynamic tools these individuals have to achieve their goals: charitable giving. Many financially successful individuals help their communities as a way to […]
How do I guard against cybercrime in my family office?
In the current environment of rampant cyber-attacks and fraudulent schemes, high net worth individuals and their family offices are prime targets. Identity theft is also a growing issue. It can take years and hundreds of thousands of dollars in professional fees to repair the damage to reputations and credit reports. Security measures should be ingrained […]
How will the new partnership audit rules change how you do business?
Limited partnerships and limited liability companies taxed as partnerships have long been the “entity of choice” for many closely held businesses. Unlike corporations, these entities pay no tax themselves and allow considerable flexibility in both ownership and operation. As partnership structures over the years became more common, the IRS was challenged to consistently and fairly […]
