David Jacobson

David
Jacobson
Articles
What Clients Want To Talk About Now
You'd think that with interest rates at historic lows, assets highly undervalued and the prospect of a permanent estate tax, we estate planners would be deep in tax-planning sessions with clients
Fund Managers' Transfer Tax Risks
Private equity fund managers often own an interest in their funds, which seems ideal for wealth transfer planning. After all, their interest's initial
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