JDJ Shortlisted for FAMLY WEALTH REPORT Awards in Five Categories

We are delighted to announce JDJ Family Office Services has been selected as a finalist in five categories for the 2022 Family Wealth Report Awards: Multi-Family Office ($15 Billion+) Outstanding CEO – James Kittler Rising Star Under 40 – Kylie Ruschioni Concierge/Specialist Service Firm Property & Household The annual Family Wealth Report (FWR) Awards program recognizes […]

JDJ Announces Team Member Promotions

JDJ is very pleased to announce the promotion of six members of our talented team. Charlotte Christian has been promoted to Associate 2 Derek Montolio has been promoted to Associate 3 Gina Rego and Elizabeth Fogarty have been promoted to Associate 4 Rachel DeIeso has been promoted to the role of Manager Jason Heman has […]

Logan Cerruti Wins JDJ CARE Award

  We are delighted to announce Logan Cerruti is the recipient of the most recent Capturing and Recognizing Excellence (CARE) award! The CARE award is a peer-nominated accolade to recognize colleagues who deliver outstanding service. Jamie Kittler, JDJ’s President, honored Logan at the firm’s holiday party with a speech outlining his accomplishments and presented Logan with silver bowl engraved with […]

2021 Tipping Guide

The holiday season is traditionally a time to recognize and thank those who provide us with services throughout the year. We hope you find these guidelines helpful to determine who and how much to tip. The pandemic and related staffing shortages continue to have a significant impact on the service industry, so you may consider […]

Build Back Better Act: Updated Biden Tax Proposal

On November 3, the House Rules Committee issued an updated version of its new tax proposal known as the Build Back Better Act.  The Act represents a drastic simplification of the original proposal released by the House Ways and Means Committee on September 13.  The changes are in conjunction with President Biden’s infrastructure package being […]

Biden Tax Proposal: Estate Planning Implications

Update: It now appears the gift/estate and GST lifetime exemptions and modifications to grantor trust rules may be excluded from the revised plan known as the Build Back Better Act. We will provide additional updates once the bill has passed. The September 13 tax proposal from the House Ways and Means Committee contains many significant changes to gifting rules […]

Biden Tax Proposal: Retirement Planning Implications

The House Ways and Means Committee’s tax proposal released on September 13 includes many provisions for retirement plans that should be considered for planning purposes. This is the second of three posts outlining the key points of this legislation related to Biden’s $3.5 trillion dollar infrastructure package. In this article, we focus on the retirement […]

Biden Tax Proposal: Individual Income Tax Implications

On September 13, the House Ways and Means Committee released its initial proposal for tax changes under President Biden’s administration.  The tax bill is designed to raise revenue for Biden’s $3.5 trillion dollar infrastructure package, which aims to support human infrastructure components such as national paid leave programs, extended Medicare, education, and climate policy.  Negotiations […]