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After more than a month without additional guidance from the Treasury or the SBA, new guidance was released on August 4th in the form of Frequently Asked Questions on Loan Forgiveness. Many borrowers have completed their covered periods and spent most or all...
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Smart Summary Spousal Lifetime Access Trusts (SLATs) are an important tool for married couples seeking tax savings now that may not be available in the future.Depending on the result of the November election, a potential reduction in the gift/estate tax exemption could drastically change federal...
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To Our Clients + Friends: Our message to you is simple: as we closely monitor the COVID-19 situation, we remain fully operational and expect no disruption in our ability to provide efficient high-level service to our clients. Consistent with our core values, “We’re On...
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