Networks - PFTC

Perkins Coie, LLP
Tuesday, August 23, 2016

The federal government proposed sweeping new tax rules earlier this month that would dramatically affect family businesses, investment partnerships and other entities.

PwC Private Company Services
Tuesday, August 23, 2016

Current valuation methodology for gift and estate tax purposes often includes discounts for privately owned businesses.  Modern estate planning sometimes includes packaging investments into a family-owned investment pool that would be subject to discounting, which can and have ranged from 15 to 5

Lucie Novotna-McKenna
Tuesday, July 5, 2016

The death of a loved one is a difficult and emotional time for a family. There is often additional stress if you are appointed as the executor of the will and trustee of your family’s trusts, especially if the deceased had been the sole manager of substantial family assets and wealth.

James (Jay) E. Hughes, Jr., Esq., Author
Wednesday, May 25, 2016
As families prepare for an unprecedented $30 trillion transition of generational wealth, the focus is turning from “WHAT” needs to be done to the all-important “HOW” this will occur?
Roy Ballentine
Wednesday, March 2, 2016

In nearly every discussion about estate planning, important questions and issues arise.

Monday, February 22, 2016

Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client experience and how to uniquely deliver memorable experiences to their clients.

Overview

PwC Private Company Services
Friday, February 5, 2016

Continuous learning and adapting is essential to effectively managing wealth and accomplishing family goals and missions.

PwC Private Company Services
Wednesday, January 13, 2016

While election-year politics will dominate legislative action in 2016, comprehensive tax reform remains a priority for many businesses.

Abbot Downing
Friday, January 8, 2016

With the recent changes in the transfer tax laws, it is possible to transfer greater wealth and reduce income taxes through POAST. This innovative approach and integrated trust technique allow a wealthy individual (the donor) to provide benefits to both parents and descendants.