The latest edition of On Watch is now available for download. This issue features articles on entity optimization, family office services, and income tax opportunities for low-rate family members. Contributors to this issue are Justin L. Baker, MBA, JD, LLM, Katherine Rose, MBA, CFA®, and Brandon D. Harsell, CPA.

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Sentinel Trust On Watch September 2022

Download the latest edition here.

POSTED IN: On Watch, Planning