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Category Archive for: ‘Articles’

Identifying and Reducing Tax Regulatory Burdens

Per its Second Report to the President on Identifying and Reducing Tax Regulatory Burdens, Treasury, with the IRS, has decided to withdraw the proposed regulations under IRC §2704 in their entirety. These proposed regulations were designed to eliminate “artificial” valuation discounts for intra-family transfers of interests in family-controlled entities (FCEs) by disregarding any restriction on an owner’s ability to liquidate …

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Tax Reform Update – September 2017

Congress returned to Washington last week with a number of legislative priorities to address by September 30th. Two of the biggest were raising the federal debt limit and passing a bill to keep the federal government funded. Please click on the following link for a tax reform update provided by AALU: AALU Tax Reform Update – September 2017     …

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Storm Preparedness

Our hearts, prayers and well wishes go out to all of those impacted by Hurricane Harvey. The personal and business devastation wrought by Harvey and its predecessors, Sandy, Katrina and many others, has been and will be felt for many years. Here in Boston, and all around the country, these storm events, culminating with Harvey, have raised the question of …

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Busting Some Life Insurance Myths

PRW Wealth Management, LLC is pleased to provide a copy of Janice Forgays & William Payne’s most recently published article in the June 2017 issue of Trusts & Estates, the pre-eminent peer review journal for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations: “Busting Some Life Insurance Myths” …

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Steps to Take Upon a Death

Please click on the following link for a helpful list of steps to consider when dealing with the loss of a loved one: Steps to Take Upon a Death

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The Other Reasons for Estate Planning

Please click on the following link for an adapted and abbreviated version of a recent article by PRW’s Estate and Wealth Management Counsel Janice Forgays, JD, CLU in the February issue of Trusts & Estates:   http://www.wealthmanagement.com/estate-planning/other-reasons-estate-planning   By clicking on the above link you are leaving prwwealthmanagement.com. The website you are accessing is created and maintained by another entity. We …

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The Estate Tax May Come and Go (and come back again) But Estate Planning is Here to Stay

Will estate taxes be reduced or eliminated in the near future? No one knows for sure. What we do know is that a change in the estate tax does not change the need for comprehensive estate planning. Please follow the link below for an estate planning article from PRW’s Estate and Wealth Management Counsel, Janice Forgays, JD, CLU. The Estate …

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Elliot Herman Cited in 9/13/16 CNBC Article on Market Volatility

Market volatility has reappeared and if the whipsaw has scared you, it may be time to re-evaluate your portfolio. Please click on the following link for a recent citation on CNBC.com of PRW Wealth Management’s Chief Financial Officer Elliot Herman: Prepare Your Portfolio For More Volatility

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What Are My Health-Care Options if I Retire Early?

The following article prepared by Broadridge Investor Communication Solutions provides some helpful tips to navigate one’s post-retirement health-care options: What Are My Health-Care Options if I Retire Early?

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Ten Year-End Tax Tips for 2016

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year: Ten Year-End Tax Tips for 2016

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