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Estate Planning in the New “Normal”

The 2018 Tax Cuts and Jobs Act (TCJA) that went into effect this year includes many… Read more

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BDF named in 2018 RIA Survey & Ranking by FA Magazine

We are pleased to announce that we have been named in the Financial Advisor Magazine RIARead more

Close your next deal by considering an owner’s wealth management needs

“Investors seeking to acquire owner-led companies should consider the business owners’ personal financial affairs. A deal-maker can both help… Read more

Attorneys, avoid these financial pitfalls now

As a lawyer, you like to think about what’s next. You spend your career climbing the ladder from first-year… Read more

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