Author: Josh Donner

Demystifying the Change of Domicile Process

How to be prepared for your state residency audit before you move from a high-income tax state to a NO INCOME TAX state. THE PROBLEM Most high-net-worth individuals are completely unprepared for the highly intrusive state residency audit once they stop paying income taxes in their home state. It is a very common problem that […]

Behavioral Finance in Family Wealth

Behavioral Finance in Family Wealth

A Client Journey for Families and Family Business Owners Introduction At Clear Advice, we are a third-generation family business helping other business families. Our clients areentrepreneurs, family-owned enterprises, and closely held companies who face one of life’s most difficultcrossroads: These are not just financial decisions; they are emotional, relational, and behavioral challenges. Legacy,identity, fairness, and […]

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