I am excited to be presenting at the Notre Dame Tax and Estate Planning Institute on October 30 in South Bend, IN. It is always tax planning season for…

I am excited to be presenting at the Notre Dame Tax and Estate Planning Institute on October 30 in South Bend, IN. It is always tax planning season for me, and that is where my focus has been. After writing about family offices primarily for the past 5 years, I have been working on tax and estate planning publications again. My first in an upcoming number of publications that are all nearing completion is my paper and presentation at Notre Dame: “They Shouldn't Inherit My Problems! Dealing with complex holdings when we just want to leave easy wealth (and not our complicated assets) to the next generation”.

Writing about tax planning every single day changes the way that we approach tax planning at Frazier & Deeter. We embedded tax planning in every aspect of our family office and private wealth group, it is not an afterthought. We lead with tax planning, our families are always planning. The same holds true at Mobena, the only software built to provide after-tax planning for complex families.  

Check out the Notre Dame Tax and Estate Planning Institute October 28-30 in South Bend (or virtual CLE is available as well). I look forward to seeing you there!