Charitable Giving and Philanthropy Through Donor Advised Funds

By Cary Stamp | August 28, 2019

   TRANSCRIPT of Charitable Giving and Philanthropy: I’m Cary Stamp and this is a Principled Wealth Moment. Most of the families that we work with are charitably-inclined. One of the things that a lot of people don’t realize is, with the new tax laws, there are some ways that you should be making your…

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Answers to Frequently Asked Questions about Sustainable ESG Investing

Answers to FAQs About Sustainable/ESG Investing

By Josh Weller | August 26, 2019

Does Sustainable Investing require accepting lower returns? This is a myth. Performance tracking against benchmarks suggests that investors who are in alignment with their values and beliefs are now achieving competitive or better returns than traditional (depending on the specific investment). Keep in mind that ESG data is now available on every large cap stock…

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Buy-Sell Agreements: What Every Business Owner Should Know

By Contributing Staff | August 15, 2019

As a business owner, your focus is on daily operations and growing the business. Consequently it can be difficult to carve out time to consider long-term issues and contingency planning such as ensuring the continuity of the business should anything happen to you or a partner. For most business owners, such planning requires establishing a…

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Protect Your Business with Key Man Life Insurance and Deferred Compensation Plans

By Cary Stamp | August 14, 2019

  TRANSCRIPT: I’d like to discuss how providing for your employees can be great for your company. I like to talk with our business owner clients about what would happen to your business if for some reason one of your key employees died or became disabled. And unfortunately, this touches all too close to home.…

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6 Essential Sites for a Successful Installation in the United States.

By Olivier Etrillard | August 12, 2019

~ NOTE: Due to regulatory policy, all content in this website must be published in English only. ~   Settling in a foreign country is always a real challenge: the subtleties of the language, the regulations, the habits, the local traditions are all elements to be considered for a quick and successful integration. To avoid…

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French Taxpayers and Taxation… What is Changing?

By Olivier Etrillard | August 11, 2019

~ NOTE: Due to regulatory policy, all content in this website must be published in English only. ~   After more than 7 years of legal battle, the American FISC acknowledges that it wrongly withheld a few million dollars in taxes from American citizens living in France. This measure applies to persons born in the…

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Why French People Choose Florida

By Olivier Etrillard | August 10, 2019

~ NOTE: Due to regulatory policy, all content in this website must be published in English only. ~   Many French people have chosen Florida to change their lives, start a new business or simply to retire. According to the French American Chamber of Commerce, the advantages of the “Sunshine State” are not lacking: The…

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