Michael Hough was promoted to Managing Director for WTAS Boston after nine years of service in the private client services group. Hough has been with WTAS since its inception in 2002. Hough has a wealth of experience… read more
Daniel Lopez was recently promoted to Managing Director for WTAS Los Angeles after nine years of service with the private client services practice. Daniel has more than 11 years of experience consulting with wealthy… read more
Three Managers were recently promoted to Director in the San Francisco office of WTAS. The internal promotes included Stephen deHaan and Mamie Chew who both are members of the firm’s private client services practice… read more
The USC Law Tax Institute provides all the practical information a tax professional needs to navigate the ever-changing federal tax code. Over 50 speakers and 500 of your professional peers will converge in January 2012 to… read more
Metcircle is a networking organization founded in 1991 for ultra high net worth families. Based in New York City, the group has approximately 100 member families, located primarily in the New York metropolitan area but also… read more
Family-owned businesses are commonly held as S corporations, and estate planners should be wary of a potential tax trap that could lead to unintended and adverse income tax consequences in certain circumstances. The main… read more
Metcircle is a networking organization founded in 1991 for ultra high net worth families. Based in New York City, the group has approximately 100 member families, located primarily in the New York metropolitan area but also… read more