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….

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March 27, 2014

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….

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