From the President – 7-12 – Weekly Update

[vc_row][vc_column][vc_column_text] It took a while, but the dueling letters” by the wealthy to either tax them more or figure out better ways to create wealth opportunities for others has just gotten another response.    While it will come as no...
Approval of Conference Committee Report

Approval of Conference Committee Report

On Friday, December 15, 2017, the Conference Committee for the Tax Cuts and Jobs Act released and approved its conference report reconciling the differences between the House and Senate tax reform proposals. Of particular relevance, the agreement doubles the estate...

Our Team

Our Team Patricia M. SoldanoFounder & President, Policy and Taxation Group Pat Soldano spent over 30 years providing family office services as owner of Cymric Family Office Services, and then as Managing Director of Western Region for GenSpring for 5 years and...