The holiday season is traditionally a time to thank those who provide us with services throughout the year. Determining who to tip can be confusing – each of us has a different idea about what constitutes good service and how that service should be recognized. While there are no hard and fast rules regarding what […]
We are pleased to announce that JDJ has been shortlisted for the Family Wealth Report Awards in the category of Best Marketing/PR Campaign. In early 2016, JDJ launched a new brand identity for the company. We revamped the logo and redesigned the web site, marketing materials, and corporate stationery to more accurately reflect the caliber of our […]
With the October 15 deadline (for extended returns) less than two weeks away, the JDJ team is hard at work gathering the final documentation the tax accountants need to complete the returns of our mutual clients. JDJ does not prepare tax returns, rather we work closely with our clients’ CPAs to ensure they have complete […]
Many JDJ clients hire domestic staff to help manage their busy lives. The roles of these employees run the gamut, and examples include caregivers for young children and aging parents, estate managers, housekeepers, and even yacht captains and plane pilots. When families become employers, they are obligated to fulfill many of the same requirements […]
Earlier this month, the IRS released proposed regulations that would eliminate discounts used when valuing assets held by certain types of family entities being transferred by gift or sale to family members, an estate planning technique that, though complicated, has been common practice among high net worth families for decades. Anyone who has attended the […]
Wire fraud is a serious problem. As hackers become more sophisticated and hacking software becomes cheaper and more widely available, instances of wire fraud due to compromised email accounts are increasing. According to one study conducted by J.P. Morgan last year, between 2013 and 2014 the number of wire fraud incidents nearly doubled. Financial institutions […]
With the 2015 personal income tax return filing deadline fast approaching, it’s important to have all of last year’s paperwork in order. Even if you are going to extend the return, you still need to estimate your tax liability (and, if necessary, make a payment). This year the deadline is April 18 – April 19 […]
