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October 10, 2017
Last week I attended a retirement party for John, a long-time client and friend that I cannot seem to forget about. The party was like a back yard wedding you would see in the movies. There was a big white tent, a great live band, and of course, plenty of food and drinks with well […]
March 30, 2021
One of the common pain points for financial professionals (private equity professionals, investment bankers, and asset managers) that we hear is “I pay too much in taxes.” Most professionals typically are talking about income taxes; however, estate taxes often get overlooked. If you are a private equity professional, one of the great tactics unique to […]
September 18, 2018
Fall is here which, for me, means one very important thing… college football season! For my money there’s nothing better than sitting on my couch on a crisp Saturday afternoon and watching my favorite sport. Over the past decade, success in college football can be summed up in a single word: Alabama. Head Coach […]
