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A Perfect Storm is Brewing for Tax-Advantaged Real Estate Structuring and Estate Planning by Eric P. Zeitlin
via bpbcpa

The IRS has long voiced its concern over taxpayer’s use of valuation discounts to transfer assets at significantly reduced values for estate and gift tax purposes. While changes to the regulations expected most recently in the Fall of 2015 did not come...

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Home - Provenance Wealth Advisors

A comprehensive financial plan protects your family, preserves your assets and gives you financial confidence.Read More Estate Planning A well-designed estate plan gives you confidence that your famil...
Market Update - August 2015 - Provenance Wealth Advisors

After gaining momentum in 2014, the U.S. economy appeared to stall in the first quarter of 2015 due to a confluence of factors resulting from winter storms in the Northeast and Midwest, labor disputes...

2017 Economic and Market Outlook by Joseph Karl, CFA - Provenance Wealth Advisors

From the U.S. presidential election and England’s vote to leave the European Union, to bond yields briefly reaching all-time lows and stocks reaching record highs, 2016 was certainly a year to be reme...