Dive into the key compliance requirements of the Corporate Transparency Act (CTA), which established a federal beneficial ownership registry to target privately held smaller to medium-sized LLCs, corporations, and partnerships. In this video, Partners Erin Nicholls,...
Unlock the complexities of federal gift and estate tax exemptions and how they might change in 2026 with this insightful presentation by Partner Vanessa Maczko. Learn about the latest strategies for minimizing tax liabilities and maximizing your gifting potential,...
Dive into the latest hot topics in international estate planning presented by partner Carolyn Reers. Carolyn covers crucial updates and strategic approaches to assist high-net-worth clients seeking international residency or citizenship, driven by tax savings and...
Explore how our team can guide family offices and high net worth individuals through the complexities of managing substantial wealth. Presented by Partners Erin Nicholls, R.J. Kornhaas and Dimitri Tournas, this video describes how we address complex estate planning,...
Life insurance trusts are an excellent estate planning tool to minimize your estate’s exposure to estate tax because insurance held in trust is entirely outside your taxable estate. Whether you are looking to purchase an insurance policy or already own a policy held...
