January 3, 2018. By Lori Patterson: IRA (Individual Retirement Account) owners have the option of listing one or more beneficiaries and the percentage of the assets they will leave to each heir. Depending on the relationship of the owner and the beneficiary of the...
March 2, 2017. By Jennifer Wolfsberg: Over the last several years we as a firm have become more involved in our client’s financial organization as it pertains to family office services and wealth management. As part of this process, we actively speak with their CPAs,...
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