With the 2013 economy uncertain, growing businesses may be finding it hard to financially plan for the coming year. In cases like these, what should you do? MyCity4Her subscriber Carol Coughlin of Bottomline Growth Strategies shares seven questions you should…
As you may know, President Obama released his 2013 Budget Proposal on Monday. Included in the proposal are changes to the estate tax, gift tax and generation skipping-transfer tax (GST tax), as well as limitations on highly effective planning techniques such as valuation discounts, Grantor Retained Annuity Trusts (GRATs), and sales to Intentionally Defective Grantor Trusts (IDGTs).
Stocks play a major role in most portfolios, but sudden market movements can cause doubts about the wisdom of a long-term commitment to equity investing. It is important, however, to put market volatility in the proper perspective.
Following on the success of February’s “Protect Yourself” seminar, CPA Wealth Management firm Glass Jacobson and law firm Hodes, Pessin & Katz are pleased to announce that the seminars will become a regular series, with the first to take place Tuesday, September 20. Subsequent seminars will take place in November, January and May.
