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Our partners and professionals are frequently quoted or featured in industry publications, offering perspective on emerging trends, regulatory developments, and best practices for managing high-complexity financial lives. These articles highlight the issues facing entrepreneurs, entertainers, athletes, executives, and inheritors — and the structures that help them plan with clarity.
March 20, 2024
From a seemingly capable CFO suddenly squandering hard-earned revenue, to an invaluable caretaker unexpectedly providing tabloid fodder, high net worth individuals getting burned by formerly competent […]
February 22, 2024
As the accounting profession evolves in tandem with technological advancements, client expectations are shifting, too. Modern accountants are increasingly seeking ways to enhance their business models […]
January 29, 2024
Staying well-informed and continually enhancing one’s knowledge base is not just a choice but a requisite for success. With industry trends shifting rapidly, finance leaders and […]
January 15, 2024
Since the creation of the multifamily office, the financial and business managers of leading executives, entertainers, athletes and entrepreneurs have sought cutting-edge methods to best service […]
September 29, 2023
As a business owner, it’s essential to keep your tax liability as low as possible. However, with the complexities of the tax code, it can be […]
August 29, 2023
In 2020, the country was scrambling to find stability amidst the global Covid-19 pandemic. Today, inflation has reached levels the United States has not seen in […]
July 7, 2023
Effective cash flow and working capital management are critical for the financial health and sustainability of any business. As leaders, understanding how to optimize these areas […]
March 13, 2023
Have you ever wondered about the difference between a tax credit and a tax deduction? What about how to minimize your tax bill? IBD correspondent Taylor […]
January 18, 2023
While wealth can be inherited or, very rarely, acquired by luck, many wealthy individuals started with a small nest egg and built their wealth strategically. They […]
August 16, 2022
Getting a brand-new business off the ground is a difficult venture even when an entrepreneur “does everything right”—making missteps when running a fledgling company can be […]
May 18, 2022
Evan Jehle, CPA/PFS, is a partner at FFO and a technical expert and industry luminary providing accounting, tax and business consulting and advanced planning services to […]
May 16, 2022
Evan Jehle, CPA/PFS, is a partner at FFO and a technical expert and industry luminary providing accounting, tax and business consulting and advanced planning services to […]
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