Did you receive a tax refund this year? Recent data released by the Internal Revenue Service (IRS) shows the average tax refund amount is up $178 at the end of March 2024 compared to the same time last year.
During the St. Louis Blues game on December 14, 2023, First Bank had the incredible honor of celebrating the Gibson brothers, three brothers with a strong relationship who served in the Vietnam War. Watch First Bank’s Tribute to Those Who Served as we honor the Gibson brothers who shared their incredible story of brotherly love and their experience on the Greater St. Louis Honor Flight.
Josh Baron, Senior Lecturer, Harvard Business School and Co-Founder, BanyanGlobal, explores what it means to define success in a family business. Watch Baron's presentation and his discussion with family business owners on navigating strategy and metrics to define success.
As we approach the year-end, seasoned advisors are gearing up for the annual ritual of tax-loss harvesting, a strategic maneuver aimed at optimizing client portfolios. As we delve into this year's year-end maneuvers, our aim is to approach the process with wisdom, finesse, and the understanding that our clients’ portfolios and overall tax circumstances differ.
Family business panelists, along with Dennis Jaffe, discuss preparing the next generation of their business, how they handle complications, and how they keep family harmony to promote longevity in the family business.
Dennis Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, shares his findings after interviewing fourth generation family businesses across 20 countries during the 2023 Family Business Symposium.
First Bank's Center for Family-Owned Businesses is thrilled to announce two of our close family business friends as 2023 Family Business Magazine CEOs to Watch!