Resources

Tax savings available under the net unrealized appreciation election

Tax savings available under the net unrealized appreciation election

Net Unrealized Appreciation (NUA) election for employer stock held in a retirement plan can result in significant tax savings.
10 issues that affect wealth preservation and what you can do about them

10 issues that affect wealth preservation and what you can do about them

Wealth preservation issues and strategies for multigenerational wealth; how to prioritize grantor intent for future generations while minimizing taxes and reducing conflict.