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Income Tax Planning with C Corps and QSBS
Most business owners default to LLCs. But when we help families look a few years out — and they’re holding cash or preparing to…
Purchase Price Allocations in Real Estate Transactions: Categorizing Assets, Minimizing Tax, Preparing Form 8594
Event Date: June 16, 2025 John T. Alfonsi, partner at Prosperity Partners, recently served as a featured speaker in a live 110-minute Strafford webinar titled “Purchase…
Forensic Accounting & Valuation Services Conference
Event Date: June 10, 2025 | Troy, MI John T. Alfonsi, Managing Director at Cendrowski Corporate Advisors (a division of Prosperity Partners), was a featured…
The Donor Advised Fund Advantage
Many of our clients want to give back—but they also want to give wisely. Enter the Donor Advised Fund (DAF). It provides an immediate deduction—without…
The State of Readiness
The companies that command top multiples? They’re always ready to sell—even when they’re not trying to. We recommend an annual “State of Readiness” audit: 👉…
The reasons valuations fail
One of the worst timing mistakes we see in family offices: Waiting until the Letter of Intent is signed before gifting interests. At that point,…
Don’t Wait Until December to Gift
Every December, we see it. A mad dash to get gifts out before the estate tax window closes. Our clients? They’re already done. Why? Because…
GGI European Regional Conference – Marbella, Spain
Event Date: May 9, 2025 Harry Cendrowski, Global Chairperson of the GGI Trust & Estate Planning (TEP) Practice Group and Partner at Prosperity Partners, delivered valuable…
Section 751(a) & Updated Form 8308: Sales of Partnership Interests & Character of Gain
Event Date: April 30, 2025 This 110-minute CPE webinar provided a deep dive into the complexities of Section 751(a) transactions and the recently revised IRS…
Investment Risk Management Common Pitfalls to Avoid
Success in family office investing isn’t about knowing everything – it’s about knowing what you don’t know. Watch to learn why expert guidance and strategic…