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Experience

As a member of the firm’s wealth management tax practice, I specialize in helping family offices and other ultra-high-net-worth clients maximize the after-tax value of their balance sheets so that they can plan for their financial future.
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I love live music and have been to concerts showcasing almost every type of music imaginable, including country, rock, blues, jazz, heavy metal, electronic, alternative, and folk.

Additional Thoughts

Year-end tax planning: Considerations for individuals and families
As the year draws to a close, it’s important to take advantage of year-end tax planning opportunities that may help reduce your tax burden for 2016 and, depending on your situation, for years to come.
Brian Schultz
Article November 03, 2016 4 min read