Articles and White Papers

TOP LINE Always consult with your legal and tax advisors to determine if the intra-family loan is an appropriate tool for your circumstances. Helping a family member start the next Amazon or purchase a starter home While there are many ways to provide for your children, we often come across parents who prefer loans rather

Over a decade ago I was on a trip to the Greenbrier Resort with colleagues from my previous firm.  The head of the Savannah office was at my dinner table and was looking forward to working on a family foundation he had recently taken over as manager.  He did not say who he was giving

The following is part of a series from jhh wealth focused on navigating the corners of the banking system, to optimize you and/or your business’ finances. CONGRATULATIONS! You recently sold some apartments for a big gain, received a large one-time bonus, or made 10x on your investment in a stock. Your credit is fine, and

It’s hard to believe that the end of the year is right around the corner. As most of us are swept up finalizing our gift lists and making arrangements to visit family, many are also looking for charitable giving opportunities this Christmas season. At jhh wealth, we help our clients structure their charitable giving tax

There is a good chance if you are a professional reading this that you are an expert in your field.  You build apartments, straighten teeth, or argue in court.  It is almost as certain that you are not an expert in getting the best terms out of your bank, because almost nobody is.  We think

After a decade of nearly 0% rates, many are rusty in the art of squeezing extra return on cash, if they consider it at all.  This is unglamorous until the extra money hits the account, as if you won a local radio station contest.  For some clients it is a $100 bill, for others, a

Solutions are in process for a number of the problems the market wants to see solved. Markets have sold off precipitously since the start of 2022. Year-to-date, the S&P 500 is down 17%, and the tech-driven Nasdaq is down 26% — both at or beyond a supposed “bear market” (data from S&P Global). In this

Many of us are facing a much larger tax obligation this year, owing to strong markets.  There may not be a more financially rewarding use of your time into year end for wealth management than brushing up on your options for managing this liability.