Robert Barbetti
Preserving Your Wealth: 4 Wealth Planning Questions You Need to Answer
While there is almost no limit to the number of financial questions, concerns and issues that go along with being a well-compensated executive, these 4 get asked the most—and with good reason.
Planning Now Can Help Grow Wealth for Later
With tax laws in flux and interest rates at all-time lows, now is the time for CEOs to consider taking advantage of opportunities that could reduce tax bills in 2012 and beyond. But the clock is ticking on a number of these key strategies, so it’s critical for executives to take a close look at their planning before the end of this year.