You place great trust in the person who helps you invest your money. You like them, listen to them and are sure that they are obligated to do only what is best for you at all times. Think again! The obligations this person owes are actually dependent on how they are...
Estate, Wealth & Succession Planning
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Stacking Up the Benefits of Sec. 1202 – Qualified Small Business Stock (QSBS)
We are now more than 18 months into the Jobs Act and given the nature of the pro-business tax environment today, it’s time for practitioners to dust off their Internal Revenue Code books and take a fresh look at IRC Sec. 1202. There may be significant benefits...
Changes to the Estate Tax Becoming a Focus for the 2020 Election
Now that the calendar has flipped to 2019, the political winds are starting to blow – further adding to the chill of the frigid temperatures felt by much of the country during the recent Polar Vortex. Democratic challengers are rolling out progressive tax ideas...