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What Are the Gift and Estate Tax Rules After Tax Reform?

The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the…

Alberto Vergara

The Long Reach of the IRS

You probably don’t spend a lot of time feeling sorry for a U.S. citizen named…

Alberto Vergara

A Better Place

A recent global survey of more than 18,000 adults in nine countries asked a simple…

Alberto Vergara

2018 1st Quarter Newsletter

Condor has sent out its 2018 1st Quarter Newsletter! What's Inside: The Trade War that…

Alberto Vergara

Financial Tips for Young Adults

Organizing your finances and creating a long-term financial game plan for yourself can seem like…

Alberto Vergara

The Most Expensive Cities in the World

Every year, The Economist magazine surveys the Worldwide Cost of Living, looking at 160 expense…

Alberto Vergara

Much Ado About…

You may have heard about the “Trump Tariffs;” that is, the proposed 25% surtax on…

Alberto Vergara

529 Plan Changes in 2018

Established in 1996, 529 plans were designed to encourage tax efficient saving for future college…

Alberto Vergara

Four Tips for Downsizing in Retirement

Going through years of accumulated possessions and memories is probably not how you envisioned spending…

Alberto Vergara

Weathering the Storm: Are You Prepared?

Severe weather can test even the most seasoned homeowners. And while storm hazards such as…

Alberto Vergara