Points of Possibility

Welcome to Points of Possibility, our blog and resource library. Here you will find more than you ever wanted to know about wealth management, preparing heirs, financial concepts and creating your own Thriving Family. You can search by topic, media type, date, author, or keyword. Enjoy!

Family Meeting Guidelines

It’s critical to set expectations, boundaries, and guidelines for behavior during family meetings. Use this example to create some guidelines that work for your family and cultivate a safe and supportive environment for every generation to thrive. Click to open: Family Meetings Guiding Principles

Read More

IRS has Issued an Amnesty For Single-employee Pension Plans Who Have Not Filed Timely Returns in The Past.

Pilot Penalty Relief Program – Late Annual Reporting for Non-Title I Retirement Plans (“One-Participant Plans” and Certain Foreign Plans) Revenue Procedure 2014-32 Section 1. Purpose This revenue procedure establishes a temporary one-year pilot program providing administrative relief to plan administrators and plan sponsors of certain retirement plans from the penalties otherwise applicable under §§ 6652(e) […]

Read More