Address

77 Water Street, 8th floor New York, NY 10005

Contact

Phone: 212 390 8918
Fax: 212 390 8913

E-mail

info@larreawealth.com

77 Water Street, 8th floor New York, NY 10005

Address

Phone: 212 390 8918
Fax: 212 390 8913

Contact

info@larreawealth.com

E-mail

Succession Plans Often Hinge on Reliable Valuation

Succession Plans Often Hinge on Reliable Valuation The “fair market value” of a business is a price that is acceptable to a willing buyer and seller, neither of whom is under any compulsion to complete the transaction, and with both parties having reasonable knowledge...

Estate Taxes: Should a Trust Own Your Life Insurance?

Estate Taxes: Should a Trust Own Your Life Insurance? Federal estate taxes became less of a concern for many families when the 2017 Tax Cuts and Jobs Act doubled the estate tax exemption. In 2019, a 40% tax rate applies only to taxable estate assets exceeding the...

IPOs: Consider the Risks Behind the Hype

IPOs: Consider the Risks Behind the Hype An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors are feeling good about their financial prospects and are more inclined to take on the risk...

Taking a Team Approach to Retirement Savings

Taking a Team Approach to Retirement Savings Now that it’s common for families to have two wage earners, many married couples accumulate assets in separate accounts. They might each have savings in an employer-sponsored plan and perhaps one or more IRAs as well. Even...

HOT TOPIC Keeping an Eye on Corporate Debt

Keeping an Eye on Heavy Corporate Debt The opportunity to borrow at low interest rates has enticed corporations to issue more than $1.0 trillion in bonds every year since 2010. By the end of 2018, corporate balance sheets were carrying $9.1 trillion in debt, up from...