Reporting Charitable Contributions on Client Tax Returns Explained

   September 10, 2018

The Tax Cuts and Jobs Act eliminated many individual income tax deductions. One that was not eliminated, and was actually […]

Mazars Private Client Services for NextGen: Thinking Outside the Box, Episode 7

   September 5, 2018

PODCAST | Private Client Services September 5, 2018 PJ Manchanda | Mazars USA LLP Chase Drossos | Mazars USA LLP Patrick […]

Charitable Planning Ideas for Individuals Under the New Tax Law

   July 25, 2018

The Tax Cuts and Jobs Act of 2017 brought with it many changes, including several to itemized deductions, such as […]

Opal Group Family Offices and Private Wealth Management Forum 2018

Opal’s Family Office & Private Wealth Management Forum

   July 5, 2018

CONFERENCES | Private Client Services | Wealth Management Forum July 16-18, 2018 | Gurney’s Newport Resort & Marina, Newport, RI […]

Private Paint Bar for Young Entrepreneurs

Private Paint Bar for Young Entrepreneurs

   July 4, 2018

SEMINARS | NextGen | Private Client Services July 25, 2018 | New York, NY Learn more about this event.     […]