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Closely held and family run businesses are vital to our economy, our society and integral to the American dream itself....

Estate planning is a set of legal, financial and accounting advisory services typically aimed at individual investors, investment family offices, business owners and high...

These certifications can lead to a promising career, but is estate planning for you?...

A new downloadable e-book aims to help CPAs, business owners, personal financial planners, and insurance consultants assess and modify their estate and financial planning...

Transferring ownership of a privately held dealership to family members has long been a tradition....

The evening of Wednesday, April 28, 2010, I will present an estate planning seminar at the downtown Bellevue, Washington branch of Homestreet Bank. This presentation sta...

With 2010 nearing, we should see Congress act in the next few months to pass new estate tax legislation.  What changes can we expect to see?...

Beth Shapiro Kaufman of Caplin & Drysdale recently published an article in Estate Planning Magazinerecently published an article in Estate Planning Magazine entitled “...

We wanted to continue to update you on new developments over the past few months in matters related to the estate tax....