Trusts, Retirement & Business Structures

Estate & Trust PlanningRetirement PlanningBusiness Best PracticesBusiness Tax
Written By Kimberly Jones

Stay informed with the latest financial, tax and business insights from Forsyth Holtzman & Associates.

In this issue:

  • Trust Taxation: Considerations for Grantors and Beneficiaries

  • Redesigning the Third Act

  • The Pros and Cons of Working With Family Members

  • Different Business Setups

From trust taxation and retirement planning to family businesses and entity selection, this issue explores financial and business decisions worth considering as your personal and professional needs evolve.

Read The Newsletter
Kimberly Jones

Kimberly has over 25 years of concepting and executing impactful work for leading brands, challenger brands and start-ups. She’s worked with large reputable agencies  as well as boutique agencies.

Kimberly earned a Bachelor of Fine Art in graphic design from The Savannah College of Art and Design, then went on to receive advanced placement in art direction at the Portfolio Center in Atlanta.

https://www.joneshaus.com
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