Family

Family

Peter Culver Peter Culver

Peter Culver

Building the life you really want: Rich Beyond Money

发布日期: 2018年11月28日
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What the most important asset on your Balance Sheet/ Isn't it your family???

Tax Planning. One of the biggest hurdles to passing wealth to your family is taxes. Although the estate taxi s only applicable to individuals with a net worth of $11 million that limit will expire in 2025, and could be lowered sooner if the political makeup of Congress changes. In addition, income tax planning has become even mroe important for the affluent. We work with you to design and implement creative strategies to reduce the tax burden as much as possible.


Contact:IWM Advisors, LLC

Phone: 917-697-4156?

Email: [email protected]

Address:

166 East 61st Street–Suite 6B

?New York, NY 10065

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