Archive for February, 2024

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February 29, 2024/Furniture Insights

February 2024 Furniture Insights®

There is cautious optimism about 2024 within the industry. Hopes that recent trends and positive outlooks will outweigh the negative factors. Read more in our latest Furniture Insights®.

February 22, 2024/wealth advisory, Family Wealth, Tax

We May Never See a Better Environment for Transferring Wealth … Here’s Why

It may seem that there will always be time to address estate planning. However, a unique opportunity to maximize the amount of wealth that can be tax-efficiently passed to heirs will expire at the end of 2025.

February 19, 2024/Tax

2024 Tax Legislation Update

On January 31st, the U.S. House of Representatives passed the “Tax Relief for American Families and Workers Act of 2024” (H.R. 7024); however, prospects for passage in the Senate remain uncertain.

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