tax reform
A Seismic Shift in the Estate-Planning Landscape
Feb 12, 2019
A view from the audience at Heckerling: Part 1.
broken money heart
Financial Marriage Counseling
Feb 11, 2019
A soon to be married millennial advisor shares what he's learned from clients in financially dysfunctional marriages.
Tax Reform Opportunities for Business Owners One-Year Post Tax Reform
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Tax Reform Opportunities for Business Owners One-Year Post Tax Reform
Feb 11, 2019
View the full video and learn about the current opportunities our experts see one year in under the new tax law.
The Importance of Personal Trusts Under the New Tax Act
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The Importance of Personal Trusts Under the New Tax Act
Feb 11, 2019
Changes in the federal tax laws have provided a renewed focus on state income taxes and strategies available to minimize these taxes - view the full video.
doctor checkup
Life Insurance Reviews Don’t Always End in Disappointment
Feb 07, 2019
Just as with routine physicals, a “well visit” can identify opportunity.
IRS.jpg
IRS Issues Its 'Won’t Rule' List
Feb 06, 2019
The items this year are of particular interest to charities and their donors.
writing a check
Help Clients Plan for a More-Rewarding Year of Charitable Giving
Feb 05, 2019
Reevaluating past donations and setting goals for the future are key.
Jean Michel Basquiat Flesh and Spirit
Family Discord May Break Up a Valuable Art Collection
Feb 05, 2019
Belinda Neumann-Donnelly asks court to sell off 60 works in new saga of an ugly estate battle.
Woolworth family
Multi-Single-Family Offices Are the Future for UHNW Families
Feb 01, 2019
A comprehensive look at the past, present and future of family offices.
Bernie Sanders
Bernie Sanders Proposes Estate Tax of Up to 77 Percent for Billionaires
Jan 31, 2019
Sanders of Vermont, who is considering a second run for president, said in a statement his plan would apply to the wealthiest 0.2 percent of Americans.
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