Wondering how your taxes might change or perhaps you are thinking about succession planning and how tax reform might impact your plan all due to the recently announced Federal deficit?
Listen to our Podcast featuring Sunit Paul, Partner & Senior Tax Advisor from BDO, to discuss some worthy strategies.
Read an insightful article ‘Suddenly Single: How to Plan for Female Clients’ in Enterprising Investor by Barbara Stewart, CFA, a researcher/ author on women and finance, formerly Partner and Portfolio Manager at Cumberland Private Wealth. Erin O’Brien, CPW Partner and Portfolio Manager shares her approach and strong value-add.