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.
Please note that email communications to the firm through this website do not create an attorney-client relationship between you and the firm. Do not send any privileged or confidential information to the firm through this website. Click "accept" below to confirm that you have read and understand this notice.