IRS Audit Campaign: Examinations to begin on Hundreds of High-Wealth Individuals
The Internal Revenue Service (IRS) announced in June a renewed focus on auditing high net-worth individuals and their related entities. First, there is
Use It or Lose It…Maybe: Gift Planning Considerations in an Unpredictable Election Year
In a year rife with a global pandemic, intense social justice movements, tempestuous markets and dogged allegiance to party lines, the 2020 presidential
Financial Boot Camp Series: Is Your Estate in Proper Order?
Estate planning is the process of identifying one’s assets and providing clear instruction for who receives what assets, when they receive it, and
Financial Boot Camp Series: Financial Planning is Key to Maintaining Long-Term Balance for Retirement Planning
Learn how financial planning is key to maintaining long-term balance for retirement planning and what financial variables make up the plan.