News Archives - Geller

Wall Street Journal Feature: How to Make Sure Your Second Home Doesn’t Become a Tax Trap

Allen Injijian — Fri, 15 Mar 2024 00:15:51 +0000

When considering moving out of a high-tax state, be mindful of state-tax laws through proper planning and record-keeping. Geller’s Allen Injijian, Head of Wealth Strategy, offered his insights to The Wall Street Journal in this article, which covers: Read the full article on Wall Street Journal here. To hear more from Allen on this topic, […]

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Understanding the Corporate Transparency Act and Your Potential Obligations

Angela DeRose — Fri, 15 Mar 2024 00:14:21 +0000

Update as of March 1 On March 1, 2024, the US District Court for the Northern District of Alabama issued a decision in which it held that the Corporate Transparency Act (CTA) is unconstitutional. The court held that the CTA does not fall within Congress’s powers to regulate commerce, oversee foreign affairs and national security, or impose […]

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Spear’s Feature: Holidays Leave UHNWs Vulnerable to Financial Crime and Fraud, Advisors Say

Kelly Orosz — Thu, 31 Aug 2023 16:58:42 +0000

When families and individuals of significant wealth let their guards down on vacation, they might be exposing themselves to a ‘perfect storm’ of financial crime and fraud risks.

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Barron’s PENTA Feature: Preventing the Rising Threat of Financial Fraud Among Families of Wealth

Mona Manahi — Fri, 21 Jul 2023 17:15:36 +0000

Being armed with the right information is the first step toward protecting yourself from financial fraud. Geller’s Mona Manahi and Scott Bush provided insight to Barron’s PENTA.

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News Release: Geller Opens South Florida Office

Tracey Stoecklin — Tue, 20 Jun 2023 14:52:39 +0000

Enhanced Commitment to Managing Every Critical Aspect of Clients’ Complex Financial Lives Through Multidisciplinary Services and Expertise, Introduces New Corporate Branding.

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