News and Events

In case you haven’t heard, the New Year brought a new law recently signed by the President. To avoid the country from falling off the “fiscal cliff,” the “American Taxpayer Relief Act” was approved on New Year’s Day.

There are only a few days left before the clock strikes midnight on December 31st and the tax law changes. Or will it?

Our mission is to arm consumers and professional advisors in our community with the information needed to make informed decisions about their family’s and client’s future. With that purpose, we are pleased to announce the rollout of our new and improved Estate Planning website!

InvestmentNews The estate tax has been one of our clients’ top concerns this year as government debate on the topic has created more confusion than answers. To address some of those concerns and to take issue with the government’s failure to act on estate tax law, Mark has published an op-ed article in the June …