News & Insights: sara rabi

Year-end Tax Planning: Guesswork and Defensive Maneuvers for 2021


By Reshma Ghouri |  Sara Rabi  |  November 17, 2021

Year-end tax planning in 2021 will be an exercise in guesswork and defensive maneuvers for many taxpayers, as Congress – once again – is negotiating major tax legislation that, if enacted, will make major changes to the tax code less than two months from now.

In Family Wealth and Succession, Clear Communication Is a Win for Everyone


By Sara Rabi  |  August 30, 2021

Talking about family wealth with your children may not come naturally to everyone, but open communication among family members is critical.

Estate Planning Considerations in Light of COVID-19


By Sara Rabi  |  May 14, 2020

The rapid escalation of the coronavirus pandemic has motivated clients to finalize their estate planning documents.