On Watch – February 2021

By Katherine M. Rose, MBA, CFA^®, CTFA and Ross W. Nager, MPA, CPA on February 12, 2021

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The latest edition of On Watch is now available for download. This issue features articles about identifying and thwarting emerging cyber threats, rules of thumb for maintaining tax records, and current wealth transfer planning opportunities for the next generation. Contributors to this issue are Richard A. LaFont, CPA; Katherine M. Rose, MBA, CFA; and Ross W. Nager, CPA.

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Download the latest edition here.

POSTED IN: Administration, Investments, On Watch, Planning

TAGGED: Corporate Trustee, Cyber Security, Cyber Threats, Defective Grantor Trusts, Estate Planning, Family Business, Family Limited Partnerships, Financial Planning, FLPs, Generation-Skipping Tax, Gift Tax Exemption, Governance, Grantor-Retained Annuity Trusts, GRATs, GST Tax, Investment Planning, Next Generation, Tax, Tax Law Changes, Wealth Management, Wealth Transfer Planning

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