Webinar Recording | Estate Planning & Tax Law Changes for High Net Worth Families

Learn about the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth clients and their wealth planning.

2024-12-06T09:38:59-05:00December 5, 2024|Categories: Events, Tax: Individual, Wealth Management, Webinar|Tags: , , |

Estate Planning after the Sale of a Business Interest

This article discusses estate planning and tax considerations after the sale of a business interest or other liquidity event, including common strategies to reduce estate tax and meet charitable giving goals.

2023-09-15T16:56:42-04:00August 30, 2023|Categories: Estate and Trust, Tax: Individual|Tags: , |
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