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Private Clients & Individuals

  • Estate Planning Tip

    February 12, 2014

    Tax Time is a Good Time to Talk Finances with Your Spouse

    Tax Time is a Good Time to Talk Finances with Your Spouse

    By Alan Pecora|Categories: Article, Private Clients & Individuals|1.6 min read|
  • January 23, 2014

    Estate Planning Tip: Naming Your Spouse as Trustee

    Estate Planning Tip: Naming Your Spouse as Trustee

    By Alan Pecora|Categories: Article, Private Clients & Individuals|0.8 min read|
  • December 13, 2013

    Estate Planning Tip: Planning for Couples in a Second Marriage

    Estate Planning Tip: Planning for Couples in a Second Marriage

    By Alan Pecora|Categories: Article, Private Clients & Individuals|0.6 min read|
  • Estate Planning Tip

    November 25, 2013

    Reducing Estate and Income Tax Exposure on Business Earnings

    Reducing Estate and Income Tax Exposure on Business Earnings

    By Alan Pecora|Categories: Article, Private Clients & Individuals|1 min read|
  • Estate Planning Tip

    November 7, 2013

    Estate Planning Tip: Charities and Right of Survivorship

    Estate Planning Tip: Charities and Right of Survivorship

    By Alan Pecora|Categories: Article, Private Clients & Individuals|0.6 min read|
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“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.

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