How to Utilize the Federal Gift Tax Exemption

October is a great month to reconnect with your clients.  It’s the beginning of the fourth quarter and clients are thinking about year-end tax planning. As part of that process, clients should be reminded that their tax planning not only involves income tax planning,... read more

Setting Boundaries

What Is succession planning? Succession planning is “a means of identifying critical management positions, starting at the more junior levels of project/case management extending all the pay up to the highest position in the firm. Although it is often confused with replacement planning, succession planning goes beyond replacement planning because its focus is broader than one position, department or specialty. While often associated with planning for a senior attorney/partner/executive replacements only, it is really a much broader concept than that.

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