Forbes Archives

GRATs: Now Is A Great Time To Reduce Future Estate Taxes

The strategy when planning with GRATs is to capitalize on their very favorable quality of [...]

Coronavirus And The Markets: What Do We Really Know?

"I’m an unapologetic asset allocator and I have been recommending that clients not change their [...]

How Trump’s Tweets Impact Markets

Recognize that that throughout history investors have been searching for the single predictor of market [...]

You Owe Your Children Financial Hygiene

"As a financial advisor, at the start of a new client relationship, I assess the [...]

What Is A Family Office And Do I Need One?

A family office denotes an in-depth, holistic approach that provides clients with services that addresses [...]

Barron's And Forbes Rank Clarfeld Financial Advisors Among America's Top Advisors In 2019

Barron's names Clarfeld Financial Advisors the 36th top RIA firm in the country. Forbes ranks [...]

Worried About The Markets? Lock In Investment Gains Now — Without The Tax Hit

Robert Clarfeld, CPA, CFP offers a strategy for charitably inclined individuals and investors who may [...]

You Can Change Your Domicile To Avoid State Taxes — But Is It Really Worth Doing So?

The potential savings in state taxes achieved by changing one's domicile is quantifiable and generally [...]

When Leaving a Charitable Legacy: Private Foundation or Donor Advised Fund?

For individuals and families that want their philanthropy to continue for generations or are concerned [...]

Despite The Song "Trust Fund Baby," Trusts Are Not Just For The Wealthy

Trusts certainly can be established for estate tax savings and to pass on wealth to [...]

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