Kevin Matz’s Insights

80 total results. Page 5 of 7.

Press Release
Kevin Matz to be Honored by UJA-Federation of New York
Events
Family Office 101: An Introduction to Family Offices and the State of the Industry
Alerts
Hot Topics in Estate Planning for Owners of Private Companies - Part 2
Alerts
Hot Topics in Estate Planning for Owners of Private Companies - Part 1
Events
Highlights of the 2023 Heckerling Institute on Estate Planning
Events
Estate Planning for Private Equity and Hedge Fund Managers
Events
Highlights of Heckerling
Events
Formation of a Closely Held Entity
Events
NYSSCPA 2022 Annual Private Wealth Conference
Events
ACTEC 2022 Fall Meeting
Events
Qualified Opportunity Zone Funds from A to OZ – A Primer on the Tax Rules that apply to QOZ Funds
Alerts
IRS to Waive Excise Tax on Certain Required Minimum Distributions from Retirement Plans in 2021 and 2022