We are very pleased to announce that JDJ Family Office Services has been named a finalist for the 2022 Private Asset Management Awards (PAM) in two categories: Best Multi-Family Office (Over $10B) Best Firm Culture – Small & Medium Sized Firms The PAM Awards recognize the top investment professionals, wealth advisors, legal firms, consultants, and other […]
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 […]
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 […]
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 […]
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 […]
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 […]
JDJ Partner Kylie Ruschioni participated in the 2021 PURE Insurance Championship last week. This PGA TOUR Champions event included a field of 81 PGA TOUR Champions players, 81 First Tee junior players, and 162 amateurs. This year’s two benefiting charities were Monterey Peninsula Foundation and First Tee. Kylie was part of a foursome led by golf pros […]
JDJ team members recently participated in the Youth Villages Backpack Heroes back-to-school drive. JDJers donated funds as well as 15 backpacks fully stocked with school supplies. Not only did our team provide much needed supplies, but they sponsored individual students, ensuring each child received the specific supplies they need for a successful school year. To help kick […]
We are delighted to announce Elizabeth Fogarty as the recipient of the July 2021 CARE Award! The JDJ CARE award (which stands for Capturing and Recognizing Excellence) enables JDJ team members to recognize their peers who deliver outstanding service to clients and colleagues. Elizabeth was selected for this honor because of her ongoing commitment to her clients […]
Congratulations to Kraig C. Moore, who recently earned the Certified Trust and Fiduciary Advisor (CTFA) designation, a prestigious certification administered by the American Bankers Association. The CTFA designation demonstrates expertise in the trust and financial advisor field, and is recognized industry-wide as a mark of excellence. Candidates are required to meet a number of […]
