The Secret to Your Success ?

To all you highly successful people – you professional athletes, broadcasters, attorneys, CPA’s, lenders, business owners, venture capitalists, artists, and entrepreneurs of every ilk – I have a question for you.  And I want you to pause a moment before answering it....
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Insolvent Estates of Wealthy Decedents

Cindy Fields is President & Founder of Loyalty Alliance, Inc. and Achieve Beyond! Cindy is a Wall Street veteran with over thirty years of experience in financial services, working with high-net-worth individuals and businesses. She was one of the first professional women to work in private equity on Wall Street and is considered an industry pioneer.
Cindy Fields
Do you know – really know – that your estate is in a good place for your heir(s) and executor? If you have any doubts about where you stand financially or where they’ll be when it’s time for your estate to be executed, now is the time to find...
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Taxes Through the Lens of Cristiano Ronaldo

Cindy Fields is President & Founder of Loyalty Alliance, Inc. and Achieve Beyond! Cindy is a Wall Street veteran with over thirty years of experience in financial services, working with high-net-worth individuals and businesses. She was one of the first professional women to work in private equity on Wall Street and is considered an industry pioneer.
Cindy Fields
Do you or a colleague build your wealth in the international arena? This article demonstrates the importance of working with advisors knowledgeable in the relative merits of different tax jurisdictions. While the article did not mention it, the same holds true for...
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Is It Time to Forgive Outstanding Intrafamily Debt?

Cindy Fields is President & Founder of Loyalty Alliance, Inc. and Achieve Beyond! Cindy is a Wall Street veteran with over thirty years of experience in financial services, working with high-net-worth individuals and businesses. She was one of the first professional women to work in private equity on Wall Street and is considered an industry pioneer.
Cindy Fields
The new tax laws doubling the exemption from federal estate, gift and generation-skipping transfer tax to $11.18 MM per person presents planning opportunities, including potentially forgiving outstanding intrafamily debt. Are you affected but uncertain what to do?...
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3 Tax Breaks That May Be Better in the Long Run

Cindy Fields is President & Founder of Loyalty Alliance, Inc. and Achieve Beyond! Cindy is a Wall Street veteran with over thirty years of experience in financial services, working with high-net-worth individuals and businesses. She was one of the first professional women to work in private equity on Wall Street and is considered an industry pioneer.
Cindy Fields
Do you know if short or long-term tax benefits will work best to help you achieve your goals? Best not to make any assumptions. At Loyalty Alliance we consider your circumstances when setting goals. If you have any questions or concerns, contact us! “Talk to a...
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