Private Client Services: An Introduction
Posted by Margaret Amsden on December 1, 2020
Margaret Amsden
Owners of closely-held businesses are passionate about what they do, masters of their practice, and driven to succeed. When it comes time to plan for the future, Private Client Services (PCS) is the partner that helps business owners take on the future with the same confidence they have in their business.
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Estate Planning 101
Posted by Margaret Amsden on August 17, 2020
With all of the change in 2020, now is an ideal time to revisit your estate plan. Learn about the essentials of estate planning and why it's important to review and update your plans on a regular basis.
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Planning for Retirement: Just When You thought You Knew the Rules!
Posted by Margaret Amsden on December 27, 2019
As 2019 winds to a close, Congress gets busy and passes a law that changes much of what we all thought we knew about planning for retirement, and how Individual Retirement Accounts (IRAs) and 401k Plans work.
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Maximizing the Tax Benefit of Charitable Giving
Posted by Margaret Amsden on December 3, 2019
With the tax law changes that became effective in 2018, the average person has potentially lost the benefit of their charitable contributions. However, there are several very straightforward options that you may be able to take advantage of.
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Estate Planning After Tax Reform
Posted by Casey Haggerty on August 1, 2018
As many are aware by now, the Tax Cuts and Jobs Act (TCJA) that was passed into law this past December has had a significant impact on many different areas of tax law. Estate and transfer taxes are no exception.
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Estate Planning Strategies for Uncertain Times
Posted by Margaret Amsden and Casey Haggerty on November 14, 2017
Among the many rumors surrounding tax reform, several concepts have surfaced regarding what lies ahead with respect to the estate tax. In general, the …
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