Category: News

CARES Act: Small Business Relief Programs

We hope that you, your friends and family remain healthy during this challenging time.  Our goal at JDJ is to keep you informed regarding legislation and programs that may affect you financially, so we can help you prepare and adjust your plans as needed. Information about these programs continues to develop, so be sure to […]

Coronavirus Impact: How to Help

The impact of the coronavirus is being felt in every corner of the globe and the effects of this pandemic will be far-reaching and sustained, particularly by our most vulnerable populations. In addition to following CDC guidelines to prevent the spread of the disease, practicing vigorous hand washing, and (safely) checking on neighbors, what actions […]

Federal Tax Deadline Extended to July 15

The IRS announced today that the federal tax deadline has been extended to July 15. All filings and payments typically due on April 15 have been pushed back ninety days with no interest or penalties, including first quarter estimated payments. Taxpayers who expect refunds are encouraged to file their taxes promptly in order to receive their payments […]

Coronavirus Response at JDJ

As of Monday, March 16, everyone on the JDJ team is working remotely in order to adhere to CDC guidelines for social distancing. We have a robust, secure technology infrastructure in place to support our remote workforce. We have embraced video conferencing, screen sharing, and other tools that enable us to work together seamlessly to […]

Moore, Vasi and Paris Promoted to Officers of JDJ

  We are delighted to announce that Kraig Moore, Elana Vasi, CAPI, and Ashley Paris, CFP®, have been promoted to Officers of JDJ Family Office Services, with the title of Senior Manager/Vice President. Kraig, Elana, and Ashley display outstanding leadership qualities and have contributed significantly to JDJ’s growth and excellent reputation. “Kraig, Elana, and Ashley […]

JDJ Wins with Best Succession/Continuity Plan

JDJ won Best Family Office Succession/Continuity Plan at the 2020 Private Asset Management (PAM) Awards. The PAM Awards recognize the top investment professionals, wealth advisors, and other key service providers in the private asset management space. It’s an honor to be recognized for both the caliber and breadth of the services we provide. We are […]

JDJ Team Member Promotions Announced

We are delighted to announce the promotion of several members of our talented team. Abi Smith has been promoted to Senior Office Administrator. Jessica Lee now holds the role of Intermediate Lifestyle Associate. Joanne Flanagan was promoted to Associate 1. Stephen Lau and Sean Corliss were promoted to Associate 2. Elizabeth Fogarty and Gina Rego […]

Abi Smith Wins JDJ CARE Award

  Congratulations to Abi Smith, the winner of JDJ’s 2019 year-end CARE award. The Capturing and Recognizing Excellence (CARE) award is a peer-nominated award given to an individual who delivers exceptional service, reinforcing JDJ’s mission statement: We love helping people we care about, learning new things, and building meaningful relationships. There were several deserving nominees, […]

JDJ Shortlisted for Private Asset Management Awards in Four Categories

We are delighted to announce JDJ Family Office Services has been named a finalist for the Private Asset Management (PAM) Awards in four categories: Best Multi-Family Office (Over $10B) Best Lifestyle Management Firm Best Firm Culture – Wealth Management Best Family Office Succession/Continuity Plan The PAM awards recognize the top investment professionals, wealth advisors, legal […]

Year End Tax Planning Tips and Strategies

  With the holidays on the horizon, now is the time to plan in order to optimize your tax liability for 2019 and 2020. We encourage our clients to have a discussion with us and their tax accountant now to determine how best to address their current tax situation. While there are no drastic tax law […]