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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.

Senate to Begin Consideration of Small Business Bill

Senate consideration of the small business bill (HR 5297) is expected to begin on July 20. On July 17, Majority Leader Harry Reid (D-NV) announced that he had reached an agreement with Republicans on permitted amendments, although it remains to be seen whether he will allow Senators Blanche Lincoln (D-AR) and Jon Kyl (R-AZ) to offer their motion to phase in a 35% rate and $3.5 million exemption.

Meanwhile, the Senate Finance Committee has begun to discuss action to prevent the expiration the 2001 and 2003 Bush tax cuts for those earning less than $200,000 per year. Senators continue to disagree on whether an extension should include individuals earning more than $200,000 per year and whether it should be permanent or temporary. The 2001/2003 tax cut extension continues to be mentioned as a potential ultimate vehicle for estate tax reform.

 

   
 

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