Skip to main content

Site Navigation

Call Email Visit
Client Portal   |   Client Payment
Browse KLR Companies
KLR Parent Site KLR Executive Search Group KLR CFO Advisory + Outsourcing Envision Technology Advisors

Site Search

Related Articles

Intentionally Defective Grantor Trust (IDGT): Estate Planning Tool

Intentionally Defective Grantor Trust (IDGT): Estate Planning Tool

By David Desmarais, CPA, PFS, MST, MBA, AEP® August 17, 2018

Spousal Lifetime Access Trust (SLAT): Estate Planning Tool

Spousal Lifetime Access Trust (SLAT): Estate Planning Tool

By David Desmarais, CPA, PFS, MST, MBA, AEP® August 16, 2018

Grantor Retained Annuity Trust (GRAT) – Estate Planning Tool

Grantor Retained Annuity Trust (GRAT) – Estate Planning Tool

By David Desmarais, CPA, PFS, MST, MBA, AEP® August 13, 2018

MA Tax Free Weekend is Back!

MA Tax Free Weekend is Back!

By KLR August 09, 2018

Family Limited Partnership (FLP) - Estate Planning Tool

Family Limited Partnership (FLP) - Estate Planning Tool

By David Desmarais, CPA, PFS, MST, MBA, AEP® August 09, 2018

Tax Cuts and Jobs Act Estate Planning Strategies

Tax Cuts and Jobs Act Estate Planning Strategies

By David Desmarais, CPA, PFS, MST, MBA, AEP® August 06, 2018