Tax season brings the temptation to file early, especially if you expect a refund. However, filing before receiving all your necessary tax documents can lead to errors, delays, and even the need for an amended return. Here’s why waiting is often the better choice.
We’re thrilled to welcome David Martin as the Director of our new Private Client Group! With over 40 years of experience in wealth management, strategic trust administration, and estate planning, David brings unparalleled expertise to our team.
The 59th Annual Heckerling Institute on Estate Planning provided critical insights into the evolving tax landscape, legislative uncertainty, and advanced planning strategies for high-net-worth individuals. Below is a summary of the main topics covered and notes to consider.
Employee Spotlight The Ripple Effect of Financial Empowerment By Krista Nicholson
The Thigpen Group looks forward to visiting with you during your annual review, but please know that we welcome your calls if you have questions regarding immediate financial decisions or any of the information provided in our newsletter.
