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Wealth Planning

How Big Is the Window to Transfer Your Wealth?

Current Developments

Congressional Legislative Tax Developments – An Update Following Approval of House Bill

Investment Management

Chief Operating Officer Holly MacDonald on Bloomberg’s “The Close” (May 2025)

Wealth Planning

New Tax Rules Ahead? Insights for High-Income Taxpayers

Wealth Planning

Five Tips for Tax-Efficient Giving

Wealth Planning

Strategic Giving for Business Owners

Wealth Planning

The Power of Family Stories

Case Summaries

Nosirrah Management, LLC v. AutoZone, Inc., (W.D. Tenn. April 14, 2025)

Investment Management

Weekly Investment Update (04/25/2025)

Wealth Planning

A Guide to Effective Family Meetings