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...
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...
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...
