Family Estate Planning: What’s the Best Way to Transfer Assets Without Unlimited Access?

The ongoing pandemic has led the minds of our clients to focus on how best to prepare for an asset transfer to the next generation, involving, educating and empowering the family in family investments or businesses. There are several options available to protect against an outright gift of wealth for those looking to pass assets … Read more

My sister wants to distribute $ 50,000 to each grandchild from our mother’s savings, but some of us siblings don’t have children.

Dear Quentin, I trust my sister, but I think sometimes she is driven by feeling more than practicality. I am one of the four and the sister who lives closest to my mother takes care of finances. Mom is 93 years old, in good health and currently living with care. That is the big picture. … Read more

EBay’s earnings beat expectations, but the forecast disappoints

EBay Inc. beat expectations with its financial results on Wednesday, but its shares fell 5.3% in after-hours trading after the company’s forecast for the holiday period fell short. The e-commerce company posted third-quarter revenue from continuing operations of $ 283 million, or 43 cents a share, down from $ 605 million, or 86 cents a … Read more

What Keeps Professional Services Firms Up at Night? | Outsourced Accounting and Bookkeeping

What are professional services? Professional services are generally defined as companies that offer services and expertise to other companies rather than merchants. Some examples of professional services include: Marketing agencies Public relations firms Creative agencies Management consultants Juridical services Logistics Accounting and taxes Event management Architecture offices What problems do professional services companies face? All … Read more