Confidentiality is a key issue for businesses, families, and many individuals.  Its importance has increased as digitization has made information much more accessible and created new classes of data.  Not all information is national security level confidential, but many times even moderately confidential information, in the proper context, can be severely damaging if it becomes generally known.…

Adam Chodos, Esq., CPA After a lifetime of asset accumulation, death taxes can be a rude reality for families.  Currently federal death taxes are 40%.  Several states impose their own death taxes for an additional 3% to 12%.  The federal death tax does not apply until assets exceed $12.06 million, however, the Biden administration has made clear they…

Adam Chodos Esq., CPA Most families envision eventually transitioning family wealth to younger generations to empower them to achieve.  However, a child’s divorce potential is a serious threat to family wealth.  If a child or grandchild was divorced, how much of the assets we gave to them could be taken?   We cherish our family. However, we understand…