January 4, 2019/Tax, Press Release, Family Wealth, Financial Planning
Jimmy Eggers Promoted to Partner
Jimmy Eggers has been promoted Tax Partner at Smith Leonard PLLC effective January 1, 2019. He specializes in tax planning and compliance for closely-held businesses along with their respective owners and comprehensive financial planning for high net worth families.
December 28, 2018/Family Wealth, Financial Planning
Life Changes This Last Year? Review Your Estate Plan
Your estate plan shouldn’t be a static document. It needs to change as your life changes. Year end is the perfect time to check whether any life events have taken place in the past 12 months or so that affect your estate plan.
November 16, 2018/Family Wealth, Tax, Financial Planning
Alternative Gifts for the Kids and Grandkids
With the holiday season approaching, thoughts turn to presents for the family. Toys? They already have too many. Sweaters? Practical, but maybe a little too practical. Consider a few financial gifts that might fit the bill.