Estate planning

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Lynn Ballou
October 23, 2020 11:37 AM

Add in the complexities of this year’s presidential race, and we have a recipe for uncertainty and fear.

4 Min Read
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Matthew Erskine
September 30, 2020 1:08 PM

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.

3 Min Read
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By Ben Steverman
May 1, 2020 1:21 PM

Rich Americans are taking advantage of an unprecedented opportunity, made possible by the coronavirus pandemic, to transfer money to their children and grandchildren tax-free.

3 Min Read
10 ways to help clients during coronavirus COVID-19 pandemic
Jeffrey Levine
April 1, 2020 2:03 PM

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

19 Min Read
Broadway near the New York Stock Exchange
By Ben Steverman
March 6, 2020 11:56 AM

The super-wealthy can deploy sophisticated strategies to pass on billions of dollars to their descendants tax-free.

4 Min Read