Wealth and Law

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What’s In the New Proposed Tax Bill?

Posted September 15, 2021

It’s the moment we’ve been waiting for all year! On Monday, September 13, 2021, the House Ways and Means Committee released their proposed tax...

U.S. & Canada Proposed Tax Changes

Posted September 8, 202100:43:23

We’ve talked a lot already about proposed tax law changes in the U.S. later this year. From potential changes to the federal estate and gift tax...

Wealth Planning & Cryptoassets

Posted September 1, 202100:47:22

Cryptoassets are all the rage in 2021. From Bitcoin to NFTs (non-fungible tokens), many individuals and families now own cryptoassets–and depending...

Social Media Marketing for Professionals

Posted August 25, 202100:42:07

LinkedIn, Facebook, Instagram, TikTok–there’s so many social media platforms these days, but how do you market yourself and your business on each...

Building a Modern Estate Planning Practice

Posted August 18, 202100:47:00

This week on the Wealth & Law Podcast, Brent and Rachel sit down with Martin Shenkman to discuss how to build a modern estate planning practice...