Scammers are constantly refining their tactics, and even the most careful among us can be caught off guard. At Fieldpoint Private, safeguarding our clients extends beyond the accounts we manage — it means helping you recognize the warning signs of fraud before it costs you time, money, or peace of…
You’ve likely heard about Artificial Intelligence (AI) and how it’s transforming industries by improving efficiency, reducing errors and enabling smarter operations. But while AI can bring many benefits, it also poses new risks, especially when used maliciously. One such threat is the rise of “Deepfakes” – highly convincing fake audio,…
Origins, Valuation Methodology, Funding Structures, Oversight and Estate Planning Implications Across Athletics, Entertainment and the Creator Economy I. Introduction: The Rise of Publicity Rights as a Planning Asset The right to control and monetize one’s own name, image, likeness, and persona (“NIL”) — generally termed the “right of publicity” —…
How collectors integrate art and collectibles into charitable giving and estate planning while navigating complex tax rules.
In this age of start-ups and founders everyone is looking for an edge. Smart tax planning can be one. While there are a lot of tools in the tax planner’s kit; one device that can be quite powerful when capitalizing a business is Qualified Small Business Stock (QSBS)1. It can…
Introduction Everyone knows about “Black Friday”. The following Tuesday, “Giving Tuesday” is perhaps less well known; these days it is considered the kick-off to the “Giving Season”. And with this just around the corner, we thought it might be timely to do a quick reminder/overview of the many ways to…
Assessing the Dynamics Behind the 2023-2024 Banking Crisis and Fieldpoint Private’s Stance in the Aftermath
The circumstances that drove Silicon Valley Bank, Signature Bank and First Republic Bank into the hands of regulators are still on the minds of private and institutional clients across the country.
It is with great pride and purpose that we introduce you to create! by Fieldpoint Private. create! is an initiative to deliver banking products and services customized for the unique needs of creators living and working in the communities served by Fieldpoint Private. Its mission is to help entrepreneurs turn…
The dynasty trust is the mother of all planning techniques. Its benefits and potential harm require serious thought and likely some soul searching.
A Look Ahead at the Planning Implications of a Sunsetting 2017 Tax Act As most know by now, on January 1st, 2026, approximately 20 months from this writing, the extensive changes enacted by the “Trump tax law reforms” (TCJA) of 2017 will have expired. This sunset is now squarely on…
Fieldpoint Private has zero customers. It never has. Never will. This, despite deep relationships with hundreds of families and the advisors they trust most, along with their philanthropic and business enterprises across America. Zero. How can that be? It’s about language and the philosophies it reveals. Stick with me. Virtually…
As appeared in “Tax Notes Today Federal,” April 16, 2023, by Erin McManus. The estate of a widow of a regional bank founder is challenging a $5.47 million estate tax deficiency arising from alleged additional unreported lifetime gifts and understated valuations, and from disallowed interest on loans to pay expenses. Carolyn…