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Learn more about subjects that matter most to you with a variety of informative videos, shown above.
A deeper dive into timely topics
2018 year-end planning guide
Now is the time to work with your financial team to see if there are ways to reduce your overall tax burden for 2018 and beyond.
Estate planning after 2017 tax reform
Record high exemption amounts create a rare opportunity to take advantage of strategies for "locking in" those exemptions and permanently avoiding future transfer taxes.
A lot of pessimism is priced in
Markets appear to be pricing about a 50% chance of a recession in 2019. We view this as overly pessimistic and disconnected from both current real economic activity and our forecasts for next year.