Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are 9 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
Mike Karmin, Wealth Advisor of Strategic Wealth Partners (SWP), contributed to a panel discussion regarding the impact of tax reform on business owners. Professionals who attended the event asked Mike the following questions:
- How does tax reform impact business owners who are considering selling?
- Which business owners are impacted the most by the tax plan from an investment and financial planning standpoint?
- What is the first thing that you did for your business owner clients after tax reform went through?
- Why does recent tax reform make it even more critical for my team of professionals – such as a wealth manager, accountant, and attorney – to work together?
Mike is a Board and Programming Co-Chair of the leadership group Exit Planning Exchange (XPX) Chicago, a multiple-disciplinary, non-profit community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition.
