Welcome to the Wealth Strategies Journal 2.0 (Beta)
We are your resource for extraordinary client service. Our mission is to provide you with the resources you need on estate planning and taxation, asset protection, business succession planning, fiduciary issues, high net worth families and family offices, insurance, investments, marketing, multigenerational values, philanthropy and retirement benefits.This electronic journal is provided to offer wealth management professionals with information with respect to the subject matter covered. It is provided with the understanding that this electronic journal is not engaged in rendering legal, accounting, tax, investment, financial planning or any other professional service. If legal, accounting, tax, investment, financial planning advice, or any other expert assistance is required, please seek the services of a competent professional.
US Treasury Circular 230 Notice. US To comply with Treasury Department regulations, we inform you that, unless otherwise expressly indicated, any tax advice contained in this journal is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed under the Internal Revenue Code or any other applicable tax law, or (ii) promoting, marketing or recommending to another party any transaction, arrangement, or other matter.