-
With the many issues presented by 2020, it’s a great time for a deeper conversation with clients.November 24
Chairman & CEOUS Wealth Management LLC -
The company's offering is aimed at wealth management and accounting firms supporting high-net-worth clients.November 18
-
DAFs offer tax advantages, legacy planning options and flexibility that other giving vehicles can’t.October 30
Chief operating officerNational Philanthropic Trust
-
It's time to re-evaluate the structure of your accounting firm’s wealth management practice.October 29
Chairman & CEOUS Wealth Management LLC
-
Add in the complexities of this year’s presidential race, and we have a recipe for uncertainty and fear.October 23
Senior vice president and partnerEP Wealth Advisors
-
The CARES Act will play a critical role, according to Grant Thornton.October 8
-
Whoever wins Nov. 3, there are sure to be changes ahead in tax rates and tax policy.October 6
-
During the 2020 presidential campaign, Democratic candidates made many proposals for changes to the Tax Code, ranging from changes to the tax rates to the imposition of a new 5 percent excise tax and a national sales tax.September 30
Managing partnerErskine & Erskine LLC
-
You have five years to get your business-owner clients ready to leave.September 29
Chairman & CEOUS Wealth Management LLC
-
A New York Times story based on Donald Trump’s long-sought-after tax data shows he avoided paying income taxes for most of the past two decades and paid only $750 the year he was elected president.September 29
