Current Hot Topics

Current Hot Topics

GRANTOR TRUST DEBATE

September 11, 2023 Dear Clients and Friends: The Grantor Trust Debate – Does the Death…

CASH AND INVESTMENT RISK

March 20, 2023 Dear Clients and Friends: Investing is a unique pursuit and one that…

BIDEN BUDGET PROPOSAL 2024

March 20, 2023 President Biden’s 2024 Budget Proposals for Tax Reform – A Debt Ceiling…

NEW FLORIDA COMMUNITY PROPERTY LAW

March 24, 2022 Dear Clients and Friends: Florida has recently enacted legislation in an attempt…

CLIENT ALERT- UNFORTUNATELY IT’S NOT OVER!

Dear Clients and Friends: There has been a reprieve from the impact of tax reform…

CONGRESSIONAL WEBSITE BILL CONFUSION

Dear Clients and Friends: Estate planning and tax law commentators around the country are grappling…

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