Wealth TransferSuccess for this generation and the nextThe best wealth transfer plan isn’t just the plan that effectively minimizes taxes – it’s the plan that meets your goals for yourself and your family. So we start with the probing and sometimes difficult questions that help us to fully understand the future state you envision. We work closely with the diverse tax resources and specialists of RSM McGladrey to identify any obstacles and help diminish their impact. Only then can we implement the full range of planning tools available to help you realize those goals with minimal tax consequences. |
Making the Most of Your Charitable Giving - Thursday, February 9, 2012
Economic Landscape: A View from the Fed - Tuesday, October 18, 2011
Politics and Policy: An Update from Washington - Tuesday, June 21, 2011, 1:00 pm EDT