Jeff's Blog

Thoughts from Our Managing Partner and Other M&S Thought Leaders

A Charitable Lead Trust (CLT) is a great option for affluent families who wish to give to charity while minimizing gift and estate taxes. These trusts are most effective in a low-interest-rate environment, so conditions for taking advantage of a CLT currently are favorable. Although interest rates have crept up a bit in recent years, they remain quite low. Mind your CLATs and CLUTs A CLT provides...
You may be spending considerable time and resources training and upskilling sales staff on cross-selling and expanding existing customer relationships. And this is, no doubt, a critical task. But don’t overlook the vast pool of prospects that want to buy from you but just don’t know it yet. Identifying and winning over a steady flow of new buyers can safeguard your business against sudden sales...
With summer racing by in a whirlwind of vacations, BBQ’s, and celebrations, it is easy to let tax deadlines slip to the bottom of our to-do lists. Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2019. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’...
Turn on your computer or mobile device, scroll through Facebook or Twitter, or skim a business-oriented website, and you’ll likely come across the term “emerging technologies.” It has become so ubiquitous that you might be tempted to ignore it and move on to something else. That would be a mistake. In today’s competitive business landscape, your ability to stay up to date — or, better yet, get...

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