Wealth Strategist and Managing Director Katherine M. Sheehan, J.D., AEP® Discusses IRS Surveillance on High-Net-Worth Trusts with Financial Advisor
Home » Wealth Strategist and Managing Director Katherine M. Sheehan, J.D., AEP® Discusses IRS Surveillance on High-Net-Worth Trusts with Financial Advisor
Wealth Strategist and Managing Director Katherine M. Sheehan, J.D., AEP® Discusses IRS Surveillance on High-Net-Worth Trusts with Financial Advisor2023-11-152023-11-16https://www.crestwoodadvisors.com/wp-content/uploads/2019/07/crestwood_logo_rgb.pngCrestwood Advisorshttps://www.crestwoodadvisors.com/wp-content/uploads/2023/11/11.15-license-scaled.jpg200px200px
With the Department of Justice indicting promoters of alleged tax-shelter schemes involving trusts, how can trusts be optimized for financial success while enduring IRS scrutiny on high-net-worth clients?
