A message to our clients during the COVID-19 crisis

Our Message

Sophia Duffy. “Tax planning in the wake of Build Back Better.” Financial Planning.com. Feb. 21, 2022.  https://www.financial-planning.com/opinion/tax-planning-in-the-wake-of-build-back-better

Sophia Duffy. “An Advisor’s Guide to Crypto Taxation.” Financial Planning.com. October 06, 2021. https://www.financial-planning.com/opinion/an-advisors-guide-to-crypto-taxation

Sophia Duffy. “The smart way for women to think about claiming Social Security” Financial Planning.com. March 8, 2021. https://www.financial-planning.com/opinion/the-smart-way-for-women-to-think-about-claiming-social-security

Sophia Duffy. “Panic at Family Inc.: Strategies for business transfers under Biden’s proposed tax plan.” Financial Planning.com. July 26, 2021. https://www.financial-planning.com/opinion/strategies-for-business-transfers-if-bidens-american-families-plan-becomes-law

Sophia Duffy and Azish Filabi. “Does Big Data Discriminate?  A Look at Artificial Intelligence and Race.” Financial Planning.com. July 2021. https://www.financial-planning.com/opinion/how-big-data-risks-proxy-discrimination-in-financial-services

Sophia Duffy. “Rule of the Road for Newly Eligible Accredited Investors.” Financial Planning.com. April 16, 2021. https://www.financial-planning.com/opinion/rules-for-newly-eligible-investors-in-private-capital-markets

Sophia Duffy. “How to handle IRA beneficiaries under the SECURE Act”. Financial Planning.com. Feb. 8, 2021. https://www.financial-planning.com/opinion/how-to-handle-ira-beneficiaries-under-the-secure-act

Sophia Duffy & Azish Filabi. AI, Ethics and Life Insurance: Balancing Innovation With Access. March 2021. https://ethics.theamericancollege.edu/sites/ethics/files/ai-ethics-and-life-insurance-white-paper.pdf

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We are here to help you. With decades of family law experience on your side, you can rest easier knowing that you have the support you need to protect what is most important to you.
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