EP Wealth’s Michael McGrath CFP®, CLU®, CAP®, shares insights on Charitable Remainder Trusts and...
financial-planning
FEATURED INSIGHT
Trump’s ‘Saving College Sports’ Executive Order: What It Means for NIL and Pay-for-Play Athletes
EP Wealth's Adam Fein and Joseph Palumbo share what Trump’s new...
Subscribe and Stay Current with EP Wealth's Insights
In times of market volatility, smart tax strategies can turn uncertainty into opportunity. EP...
Explore tax-efficient gifting strategies—from annual exclusions to trusts—to help manage estate tax...
Explore tax strategies to consider when selling a high-value business, from transaction structuring...
Explore advanced strategies to help manage estate taxes when transferring wealth. Learn how trusts,...
EP Wealth’s Adrian Larson shares how to help prepare the next generation for responsible...
EP Wealth Financial Planning Manager, Eduardo Ramirez, CFP®, shares insights on investment...
EP Wealth’s Colton Peck, CFP®, discusses how liquidity planning can help high-net-worth families...