Stephen Carter
Partner-in-Charge, Family Office Services and Weaver Capital Advisors
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Insights & Resources
Join us on-demand for a deep dive conversation into critical tax and valuation considerations for year-end.
Download our service sheet for information on how Weaver Capital Advisors offers customized wealth management strategies that meet our clients’ goals.
Our panel of legal, tax and financial planning professionals discuss key factors impacting estate, gift and trust planning as well as how expiring TCJA provisions influence retirement planning options and long-term savings.
Set up a SIMPLE IRA for your small business before October 1, 2024, to access tax benefits within a retirement plan that attracts employees promotes retention.
Individual taxpayers may want to consider 2024 inflation adjustments for gift exclusions & review their gift and estate plans in light of the changing tax landscape.
As 2023 draws to a close, individuals can take many steps now to manage their current tax liabilities.