Helping Spot Estate Tax Refunds

Private Wealth Services Practice Group Leader Ed Koren was featured in a Dow Jones Newswires column titled "Helping Spot Estate Tax Refunds."

Advisers can help save clients a lot of money by learning the signs of a potential estate tax refund, which can be large. The article reports that Mr. Koren is currently working to get a $1 million refund on an interest write-off.