INSIGHTS | By: Daniel R. Bernard | October 30, 2020
We are now less than one week away from Election Day 2020. In fact millions of people have already cast their ballots in early voting and through the mail. There are a lot of major issues on the ballot this November, but one issue, that perhaps receives short shrift,...INSIGHTS | By: Daniel R. Bernard | August 19, 2020
In December 2019 President Donald Trump signed into law the Secure Act, which is a misleading acronym, in that “secure” stands for “Setting Every Community Up for Retirement Excellence,” yet rather than set every community up for retirement excellence, the real...INSIGHTS | By: Daniel R. Bernard | July 22, 2020
Fans of the Showtime series “Billions” may recall seeing in episode four of season five, aptly entitled “Opportunity Zone”, the show’s protagonist, Bobby “Axe” Axelrod, do battle with season five’s new nemesis, Michael Prince, over the chance to invest in an...INSIGHTS | By: Daniel R. Bernard | July 15, 2020
Often times when I meet with clients one of their primary goals of implementing an estate plan is to avoid the “death tax.” I will share with you the same two pieces of good news I share with those clients. First, we do not have a “death tax” in the United States. It...NEWS | July 13, 2020
Click HERE to enlarge.Twomey Latham has enjoyed a steady rate of growth since it was established in 1973.
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