An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires. Read more
Tax Cuts
This sunsetting creates a big imperative for business owners to take a closer look at tax planning, and not treat a grim fiscal inevitability like another unfortunate surprise. Read more
Clients with sufficient wealth to leave them exposed to future estate tax burdens need to understand that the time to act on the generous estate tax exemption established in 2017 by the Tax Cuts and Jobs Act is now—not when the expanded exemption sunsets the end of 2025. Read more
