Retirement Wealth Management Tips If you are a high net worth individual over the age of 55 and are preparing to retire, it is important that you take steps to protect your wealth. Retirement can be a challenging time, both financially and emotionally. You need to...
High Net Worth Divorce: What to Expect If you are a high-net-worth individual going through a divorce, it’s important to be aware of what to expect. Your divorce will likely include more factors that affect the outcome than people in lower tax brackets due to...
How will the IRS Contact Me? Ask Ashley Question: I got an email from the IRS. Is it real? Ashley L Madden, CPA, CFP® View Ashley’s Bio If you get an email from what appears to be the Internal Revenue Service, it is probably a scam. What Do I Need To Look Out...
Selling Real Estate Owned by a Decedent Ask Ashley Question: My sister and I are in the process of selling my father’s house, will we owe taxes when we sell the house? Ashley L Madden, CPA, CFP® View Ashley’s Bio Scenario My father passed away in late 2019...
