We’re on a mission to deliver trust, transparency and accountability to clients. As your trusted advisor, we equip you with the tools you need to make educated decisions regarding your financial future. To start, we have listed 10 Important Questions That Each Investor Should Ask Their Wealth Advisor.
Is a Qualified Opportunity Zone the Right Opportunity for Me?
Chloe Quigley, CEPA, Business Exit Planning Advisor In 2017, the Tax Cuts and Jobs Act was signed into law, passing a new tax incentive called Qualified Opportunity Zones. This program certified distressed low-income communities throughout the United States to qualify for new federal tax in …