With potential tax hikes on the horizon, wealthy families are exploring how they can use grantor-retained annuity trusts (GRATs) to achieve substantial estate and gift tax savings.
Ancora, which recently waged a public proxy battle against Blucora, the parent company of Avantax, becomes the seventh partner firm to join Focus this year.
Nurture relationships and enhance client satisfaction by pointing clients to platforms that help manage financial workflows and process payments easily and efficiently.
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