Month: March 2014

March 28, 2014

New strategies under the tax law changes

The beginning of 2013 has been an interesting period, as we have seen significant planning for clients with complex and taxable estates….

A little thoughtfulness in planning

In a recent WSJ Wealth Advisor article, the case of a California-based owner of a pizza franchise and a strip mall is discussed….

HOW TO GET TO OUR OFFICE:

From the South: Follow I-25 North past C470 to exit 199 for Belleview East, following off the exit to the right. At the third light (Ulster), turn right. Ulster turns into Prentice, and the Edward Building is on the right, which is the southwest corner.

From the North: Follow I-25 South to exit 199 for Belleview east. Turn left at the bottom of the exit onto Belleview. At the third light (Ulster) turn right. Ulster turns into Prentice, and the Edward Building is on the right, which is the southwest corner.

Month: March 2014

New strategies under the tax law changes

A little thoughtfulness in planning

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