HOA fees are pricey and prevalent — but tax planning can help some clients. Director of Tax Planning, Liting Chuang, CFP®, CPA is featured in this article from Financial Planning Magazine. March 18, 2024 Click For Full Article
What Is a Family Office? Managing Partner Jon Ekoniak, CFP® explains in this Comparison Adviser article. March 15, 2024 Click For Full Article
How wealth managers are preparing for tax filing season. Bordeaux’s Liting Chuang, CFP®, CPA weighs in on this recent article from Financial Planning Magazine. March 11, 2024 Click For Full Article
16 tips about filing for an extension past Tax Day. Bordeaux’s Director of Tax Planning, Liting Chuang, CFP®, CPA is featured in this Financial Planning article. March 5, 2024 Click For Full Article
Many Family Offices are Forging Ahead with DEI Programs. Amy Ellisor, MBA is featured in this Crain Currency article. February 8, 2024 Click For Full Article
Meta Joined the Dividend Club. Managing Partner Jon Snare, CFA, CFP® is featured in this Wall Street Journal article. February 7, 2024 Click For Full Article
Schwab Says RIA Custody is a Tough Business. So Why Are Competitors Scrambling to Get In? Bordeaux’s Jon Ekoniak, CFP® weighs in. January 29, 2024 Click For Full Article
Supreme Court Weighs Giving Green Light to Wealth Tax. Director of Tax Planning Liting Chuang, CFP®, CPA is featured in this Financial Advisor Magazine January 17, 2024 Click For Full Article
6 Best Ways the Upper Class Can Build Generational Wealth in These 3 Major Cities. Jon Ekoniak, CFP® is featured in this GoBankingRates article. December 29, 2023 Click For Full Article
24 people who will shape wealth management in 2024: Bordeaux’s Maggie Liu, MBA, MST, CPWA® is featured. December 5, 2023 Click For Full Article