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Inherit Cash, not Chaos

A part of our role as trusted advisors is to help our individual and business clients become aware and understand important tax changes and how it may directly affect them. In an effort to meet this commitment, the firm held two seminars this week titled, “Inherit Cash, not Chaos.” The firm partners gave presentations on organizing financial assets, portions of the Affordable Healthcare Act and changes coming in 2013.

It was a pleasure to see all of the clients, friends and associates in attendance and it is our sincere hope that everyone found the presentations to be informative and thought-provoking. We will work diligently to provide updates on related news as the information becomes available.

Please feel free to contact us if you would like to subscribe to our monthly blog, “Inherit Cash, not Chaos,” offering tips and reminders for organizing your financial assets.


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