George G. Cassiere, ASA, CFA
President/Principal, Pace Financial Group

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A New Perspective on Employee Stock Ownership PlansUsing ESOPs for inter-generational estate plansBy George G. Cassiere, ASA, CFA &Brian A. Eagle, J.D.IntroductionThe authors of this article have collectively implemented over 200 Employee Stock Own... Read More
The Wealth Strategies Journal has posted a new article entitled "A New Perspective on Employee Stock Ownership Plans," by George G. Cassiere, ASA, CFA &Brian A. Eagle, J.D.Mr. Cassiere and Mr. Eagle describe an estate planning strategy for clients ... Read More
The Wealth Strategies Journal has posted eight great articles in the month of March. We hope you enjoy their depth and insight. Tax Relief Act Extends IRA Owners' Opportunity to Make Tax-Advantaged Direct Gifts to Charity By Ri... Read More
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