Private Wealth Management.

“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost

As seen in South Lake Neighbors Magazine (February 2019)
By, Derick Gallagher, J.D., Tax, Business & Private Wealth Manager

2018 was a monumental year for tax reform. Substantial tweaks and modifications were made in an attempt to keep that economic engine purring along. Read on to learn some unconventional tax strategies.

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