About the Author

Andrew J. Horwitz, CFP®

National Director, Wealth Strategies

As part of the Wilmington Trust and M&T Emerald Advisory Services® team, Drew is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners. His areas of expertise include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning, and philanthropic planning.

Drew has two decades of experience in the financial services industry and held numerous positions in the Personal Financial Planning Group at The Vanguard Group. Earlier in his career, he served as a practicing attorney, specializing in wills and trusts.

He holds a JD from Widener University School of Law and a bachelor’s degree in health policy and administration from Pennsylvania State University. He holds his Pennsylvania and New Jersey law licenses and his FINRA Series 6, 7, 24, 63, and 65 securities licenses, as well as his Pennsylvania Life, Variable Annuities, Accident, and Health licenses.

Drew authored several thought leadership articles and podcasts for Wilmington Trust, and has been quoted in local and national publications and websites for his keen insights on financial and estate planning. In addition, he co-authored “Integrating Estate Planning and Borrowing” in the Oct. 2019 issue of Trusts and Estates. Drew is a member of the Financial Planning Association for the Central Pennsylvania Region and the Pennsylvania Bar Association.

By the Author

Emerald GEM 16: Tax Strategies for Selling Qualified Small Business Stock

Andrew J. Horwitz, CFP® |
Emerald GEMs

August 18, 2020—When considering the sale of qualified small business stock, you may be asking if there are any income and estate tax-advantaged opportunities that may allow you to exclude federal capital gains taxes on such sale and reduce potential estate taxes. National Director of Wealth Strategies Drew Horwitz discusses Qualified Small Business Stock (QSBS), how it works, and how it may create effective tax strategies for small business investors and owners.