November 2019
Estate Planning Considerations for Business Owners
Regardless of whether your exit plan includes a transition to another owner or an acquisition…
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Jerry is a leader in the Firm’s Individual & Family Tax Practice, assisting individuals and families to address their most complex financial challenges as they work to protect, grow and maintain wealth. Jerry’s technical expertise also extends to business tax planning as he regularly consults with corporate customers to address ongoing financial challenges and strategic alternatives for their business entities. President of the Essex Country Estate Planning Council in MA, Jerry received his Bachelor’s Degree from Mount Washington College and his MBA from Southern New Hampshire University.
High-net-worth, entrepreneurial individuals & family offices we provide strategic tax consulting to
MFA collaborates with customers operating in all 50 U.S. states
November 2019
Regardless of whether your exit plan includes a transition to another owner or an acquisition…
Read MoreJuly 2019
On June 13, 2019, the IRS and Treasury Department issued final regulations under Section 170, limiting federal…
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