(January 12, 2019) Steve Phillips, a tax and transactional attorney and Senior Partner at Phillips Golden LLP, will present an educational paper and talk on selected and complex tax issues arising in the mergers and acquisition arena. Recent tax reform along with certain IRS rule changes have energized deal making…

You’ve probably already made plenty of resolutions for the New Year, but here are a few more focusing on important tax, estate, and wealth preservation matters as you navigate into the New Year. Tax and wealth planning is not a “fire and forget” process. Routine and periodic review and adjustment…