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As a CPA turned elite wealth manager, I’ve spent my career on both sides of the equation, meticulously analyzing tax codes and then using them to build sophisticated, lasting wealth strategies for clients. Few tools are as powerful, nuanced, or…

As a successful business owner you do, in fact, have a target on your back. As your wealth and visibility grow so does that target. If you are in this category with dozens, or even hundreds, of employees you are…

One of the most harmful, yet pervasive, myths investors face is the belief that the outcome of the next presidential election is critically important to the stock market. Every presidential election leads many investors to make short-term decisions, based on…

The mission of this article is to alarm, and arm, you so that you are better informed, proactive and ask more insightful questions. Even I fall victim to the pounce when I least expect it!

At Questmont Virtual Family Office, we’ve decided to stick with one of our standard New Year’s Resolutions: to save our friends and clients more in taxes than ever before by discovering and implementing cutting-edge tax strategies.

Imagine being able to have control over your insurance costs and claims.  What if you could not only reduce your insurance expenses but have better management of risk, and act as your own insurance company keeping and investing these profits.…

Tax law states that S Corporation shareholders providing services to the business must receive reasonable compensation for the services provided.  The IRS places the burden of proof on the taxpayer to support and justify compensation paid to shareholders.  If compensation…

As wealth management becomes increasingly complex, many high-net-worth individuals and families are turning to Virtual Family Offices (VFOs) for comprehensive financial oversight. A Virtual Family Office integrates services such as investment management, estate planning, tax optimization, and philanthropic advice into…