Author: Kurt Leeney
Author
Ensuring Your Trust Holds up to IRS Scrutiny
As the IRS intensifies its efforts to audit wealthy taxpayers, a significant focus is being placed on trusts, particularly those with complex structures that offer... Read more.
Equity Investments Research Thematic Sleeve December 2023
INTRODUCTION When we think about portfolio construction, specifically equities, we segment our equity allocation into three ‘buckets.’ First, general market... Read more.