Caitlin FitzSimons

1 month ago | wealthmanagement.com | Brian Smith |Caitlin FitzSimons

Discover how cutting-edge AI and data analytics are transforming advisor-client relationships.

Nov 20, 2024 | wealthmanagement.com | Brian Smith |Caitlin FitzSimons |Brianna Johnson-King

https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/WealthManagement_com_white.png Skip navigation Recent Recent Featured On June 6, 2024, closely held business owners learned that the highest court in the land may have significantly increased the valuations of their business interests; however, this wasn’t a moment for business owners to rejoice.

Nov 20, 2024 | wealthmanagement.com | Brian Smith |Caitlin FitzSimons |Brianna Johnson-King

Five alternative strategies for businesses to consider on a shareholder’s death. +1Brian G. Smith, Caitlin C. Fitzsimonsand 1 moreOn June 6, 2024, closely held business owners learned that the highest court in the land may have significantly increased the valuations of their business interests; however, this wasn’t a moment for business owners to rejoice. The U.S. Supreme Court’s unanimous ruling in Connelly v.