...join us as we return to an in-person format for our 14th Annual Fiduciary Focus! Breakfast and lunch will be provided.
Topics Include:
- Recent Developments in Wealth Planning
- Corporate Transparency Act Compliance...more
COVID-19 has not only had serious implications on our daily lives, but it has also significantly impacted businesses and individuals from a tax planning perspective. As the pandemic continues to evolve, it is important to...more
7/29/2020
/ Coronavirus/COVID-19 ,
Estate Planning ,
Interest Rates ,
Loss Mitigation ,
Retirement Plan ,
Tax Legislation ,
Tax Planning ,
Tax Refunds ,
Transfer of Assets ,
Transfers of Value ,
Wealth Management ,
Webinars
Our world has undergone a relatively immediate and significant change as a result of the COVID-19 pandemic. Businesses, financial markets, schools, health care systems, tax laws, and our daily lives have changed and been...more
4/1/2020
/ CARES Act ,
Charitable Lead Annuity Trust ,
Coronavirus/COVID-19 ,
Estate Planning ,
Fiduciary ,
Filing Deadlines ,
Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
Interest Rates ,
Intra-Family Loans ,
Living Will ,
Medical Directives ,
Roth Conversions ,
Roth IRA ,
Social Distancing ,
Valuation ,
Webinars