11 Jan, 2024 Supreme Court Tax Case Reveals Two Issues in Estate Protection By Michelle Porter Emily Berlin An estate tax case before the US Supreme Court underscores the importance of stock-purchase agreements and life insurance arrangements,...
01 Sep, 2021 Big Potential Tax Changes on the Horizon for Clients By Matthew Hillery Martha Nahill Frahm Abe Leitner The U.S. House Ways and Means Committee released proposed budget reconciliation legislation on September 13, 2021. The bill still must...
02 Aug, 2021 Five Keys to Creating a Successful Family Entity By Kitt Sawitsky Starting a family entity can bring family members closer as they build a new level of meaningful interactions together. Along the way,...