2023 Year-End Planning Checklist
This has been another year of uncertainty in current events and in U.S. financial markets. One thing that remains true and steadfast is the obligation to pay income taxes. Regardless of what the future brings, proactive year-end planning is...
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Congratulations Fairman Employees
Congratulations to four of our current employees who have recently received the CERTIFIED FINANCIAL PLANNERā¢ professional certification. In addition, please join us in welcoming two new employees.
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Estate Planning Strategies for 2023
This could be an opportune time to consider transferring wealth to future generationsāby transferring assets (at lower values) prior to scheduled law changes. Read on to learn about our top suggestions.
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Welcome New Team Members
Fairman Group Family Office is proud to announce the addition of four new members to our team. These individuals provide an array of financial services to manage the responsibility of both complex and routine financial affairs, including financial planning,...
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IRS Annual Inflation Adjustments
The IRS recently announced annual inflation adjustments to several tax provisions for tax year 2023. These changes are applicable to returns that will be filed in year 2024.Ā It is important to know how changes in the tax rates and...
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