Resources

Whether you’re seeking technical guidance or trying to build skills and implement better processes, our resources and experts are here to support you.

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Practice Management

Insights on client engagement, team performance, and the management and governance of your practice.

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Wealth strategies

Expertise in wealth transfer, family governance, business succession, philanthropy and charitable planning, and tax strategies.

Wealth strategies overview
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Defined Contribution

ERISA expertise, thorough knowledge of plan design and implementation, and partners in plan sponsor engagement.

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Meet our specialist consulting group

With over 20 dedicated specialists and consultants, we strive to help you tackle challenges and implement solutions across key practice areas.

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Insights

IRS scrutiny of GRATs: What HNW families and their advisors need to know

Heightened IRS scrutiny around Grantor Retained Annuity Trusts has made meticulous execution of this estate-planning strategy more critical than ever.

Sports bettors: Don’t gamble with your taxes

The tax rules sports bettors should be aware of before they celebrate their wins.

The Team-Up Test: Three questions to answer before combining advisory practices

Combining advisory practices can reap significant benefits, but the advantages are only realized when partnerships are built on aligned goals and a shared vision.

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