2024 Federal Tax Institute of New England

On November 14th, Private Client Services Partners Erin Nicholls and Michael Clear will be presenting at the Connecticut Bar Association’s event, 2024 Federal Tax Institute of New England. Erin and Michael’s session titled Protectors, Selectors,...

Bank of America National Wealth Strategies Roundtable

On October 16, 2024, Partner Jack Sousa presented “Choice of Entity and Strategic Planning for Early-Stage Companies” at Bank of America’s National Wealth Strategies Roundtable.  Jack discussed: The life cycle of the emerging company The types of corporate structures...