Have you had to eliminate jobs, sell a business or assets to pay or plan for the death tax?

Make the difference! Help Repeal the Estate Tax.

Investment Solicitations Policy

Since we receive numerous requests every day to consider investing for our clients, we have developed a submission policy that is outlined below.

Send a brief write up of the investment opportunity with any significant material to our office for review with an indication on the envelope that it is an investment solicitation. If upon review we determine that we would like to meet to discuss or get further information, we will contact you by email or phone. Do not send blind emails or call, as it is impossible for us to respond to all requests. If you are going to be in our area and you would like an opportunity to meet us in person, please send an email with a “REQUEST TO MEET” in the subject line and we will respond if we are interested and available to meet.

 

Listen to what the public is saying about estate taxes.

House Returning This Week without Plan for Estate Tax

Dear Supporters:

The new year has begun and Hill staff have indicated both publicly and privately that there is not yet consensus among Democratic leaders on how to address the estate tax (brief article included below). With the House set to return this Tuesday (January 12) and the Senate coming back the following Tuesday (January 19), we have begun to meet with our top key allies. We will keep you posted in the weeks and months ahead as we gain information, formulate the best strategy and push for a solution that provides permanency, certainty and relief and prevents a return of the estate tax at 2001 levels.

Best,

Jeff

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   
 

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