Private Client Insights, Issue #1 2020

February 10, 2020

Marks Paneth’s new Private Client Insights newsletter is designed to to help high-net-worth and high-profile individuals address tax planning, trusts & estates and multigenerational needs. Included in this issue are insights from the first full year of the Tax Cuts and Jobs Act, considerations for maximizing charitable contributions, succession planning strategies and more.

Click the image below to start reading.