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/Tax, wealth advisory, Family Wealth
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.
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.