Monthly Archives: October 2016

Proposed Changes to IRC Section 2704

by Mark S. Gottlieb, CPA/ABV/CFF, ASA, CVA, CBA

Introduction MarketWatch recently published an article outlining a report written by the global wealth consultancy, Wealth-X, and the insurance brokerage and consulting firm, NFP, which predicts that ultra-high-net-worth...

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Monthly Archives: October 2016

Proposed Changes to IRC Section 2704

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