Back to Tax Planning Insights Business Tax Policies of the Major Candidates Erica Cameron Steve Walker Brett Dearing October 2, 2020
Meet The Author Erica Cameron Partner Erica is a Partner in the Cleveland office and leads the Estate and Financial Planning practice for the firm. She advises individuals, families, businesses, and... Learn More
Meet The Author Steve Walker Partner Steve is a Partner in the Orange County office and leads the firm’s Tax Practice. He has more than thirty years of experience in tax... Learn More
Meet The Author Brett Dearing Partner Brett Dearing is a Partner and Exit Planning Specialist in the New York office with almost thirty years of experience working with privately-held businesses and... Learn More
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…