Benefiting From Historically Low Mortgage Rates
If you have not given serious thought to refinancing or analyzing how borrowing at low rates may benefit your broader financial situation, now is the time. Many financial rates are at historic lows due to current conditions, market instability...
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Next Nest: Working Remotely Through COVID-19
In this edition of Next Nest, the Carlsons’ son and his fiancée deal with working remotely during COVID-19 and leaving their NYC apartment to quarantine at the family’s beach house. Sate income taxation rules are complex, and the increase...
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Proposed Regulations on Carried Interest Taxation
The TCJA quietly added a provision to tax certain ‘carried interests’ at a higher tax rate. That addition—Internal Revenue Code Section 1061 (IRC 1061)—taxes certain carried interests at the ordinary income tax rate. Simply stated, carried interest is the...
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Fairman Group Welcomes New Employees & Congratulates Its Newest CFP® Certificant
Fairman Group Family Office is excited to congratulate Jason McWilliams for earning his CFP® and welcome Eriona Howard, Matthew Ohenrich, Samuel Mullen, and Damaya Ennis to our team! Learn more about them here.
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Five Frequently Asked Questions About Saving For Education
There are many factors to consider when saving for future education costs—the time between now and when the funds are needed, risk tolerance of the investor, investment preference, and individual tax situation. It may be obvious, but we always...
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