
During our annual year-end tax conversation, Howard Sontag, Chairman, and Nicole Hart, Senior Vice President of Trusts & Estates, answer a number of your most pressing questions including: Do I need to call you to take my year-end losses? How do I know if I took my RMD? Are my taxes going to be higher this year because of tax reform? I’m thinking about setting up a retirement plan for my business – what do I need to know? When do I need to make my charitable contributions by? Do I still need to gift to my kids if I’m…
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