by Nanette Duffey | Mar 31, 2026 | Fraud Protection, Identity Theft, Insights, Taxes
In an era of rising tax-related identity theft, high-net-worth individuals face heightened risks from sophisticated scammers filing fraudulent returns using stolen Social Security numbers to claim refunds, potentially derailing legitimate filings and triggering IRS...
by Nanette Duffey | Mar 17, 2026 | Insights, Taxes
For affluent households or high-net-worth individuals with diverse income streams that lack automatic tax withholding, such as non-employee earnings, rental property profits, partnership distributions, or trust income, quarterly estimated payments become an...
by Nanette Duffey | Feb 24, 2026 | Financial Partners, Insights
In today’s fast-paced world, managing finances can feel like juggling flaming torches, especially for high-net-worth individuals with sprawling portfolios. Multiple bank accounts, investment holdings, rental properties, and diverse income streams create a web of...
by Nanette Duffey | Feb 10, 2026 | Insights, Taxes
In the complex lives of high-net-worth individuals, annual tax preparation frequently feels like a high-stress puzzle. A Daily Money Manager (DMM) empowers you by expertly handling routine tasks and providing delegation that brings peace of mind. For executives, trust...
by Nanette Duffey | Dec 30, 2025 | Estate Planning, Giving, Insights, Taxes
Estate planning often overlooks the jewelry box, your treasure trove of sentiment, sparkle, and surprising value. A “jewelry box audit” helps you sort heirlooms wisely: rediscover cherished pieces, decide what to gift for others’ joy, sell for...
