…requiring certain legal entities such as LLCs, LPs and corporations (a “Reporting Company”) to provide beneficial ownership information (“BOI”) for the Reporting Company’s individual owners and applicants. Companies report the…
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2014 Q1 Shareholder’s Letter
Read FineMark’s 1st Quarter Shareholder’s Letter from the President, Joseph R. Catti. Click here to download Q2 Shareholder’s Letter….
Android Fingerprint ID Now Available for FineMark’s Mobile Banking App
…Mobile Banking App with your fingerprint. To use Android Fingerprint you’ll need: A compatible device and operating system The latest version of the FineMark Mobile Banking App Depending on your…
2024 Resolutions and COLA Updates
…our 2024 resolutions. There are many different new year’s traditions; more common in Florida are parades and fireworks and less common are jumping over seven waves (Brazil) or eating lentils…
2013 Q4 Shareholder’s Letter
Read FineMark’s year-end Shareholder’s Letter from the President, Joseph R. Catti. Click here to download 2013 Q4 Shareholder’s Letter….
2023 Fourth Quarter Review & Commentary
…market performance is valuation. A common method for expressing the value of equities is the Price-to-Earnings (P/E) ratio, a stock valuation metric that compares a company’s share price to its…
Is it too late to make a gift of my exemption?
…of the 2017 Act. With unprecedented government spending to combat the pandemic and a Democratic President and Congress (technically the Senate is 50/50 but a tie is broken by the…
SLATisfaction: Hedging your Federal Estate Tax Bets With a SLAT
…In This Issue: 2022 Second Quarter Review and Commentary Download 2022 Q2 Newsletter Here This material is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or…
Fiduciary Rule
…those, include selecting the right financial professional to help with complicated retirement decisions. All financial advisors tout retirement and investment solutions, but the method by which some are compensated muddy…
2020 Annual Report
…went above and beyond. As a result, FineMark experienced a record year. For optimal viewing, please click on the full screen button below the flipbook. Download 2020 Annual Report…
Do I still need an Estate Plan?
…the mercy of the court. By Virginia Cabai Senior Vice President & Private Wealth Advisor Additional articles from this issue: 2018 Third Quarter Review and Commentary Download Full Newsletter Here…
Intro to the SECURE Act | Retirement Plan Legislation
…SECURE Act allows small companies to pool their resources by allowing employees from multiple companies to participate in the same 401(k) plan. Please click here to contact your FineMark advisor…