Integrating Estate Planning and Borrowing

Andrew Horwitz |
Tax Reform
Tax Reform and Leverage NC.jpg

Uncovering opportunities under the new tax law.   Tax reform significantly increased the ability of high-net-worth individuals and families to pass wealth free of estate, gift, and generation-skipping transfer taxes, while increasing the importance of income tax planning. Borrowing or leverage strategies can be a critical component to protect wealth for your family by minimizing risk and reducing taxes.


Capital Perspectives October 2018

Tony Roth |
Investment Management

In the October issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth discusses how, despite the economic and other potentially significant risks that are present, the economic outlook bodes well for the aging-but-still-raging stock market.In Focus examines the wisdom of investing new cash in a stock market that is trading at or near all-time highs, years into a bull market—and what’s happened to “buy low, sell high.