Paul Jacobs tops a list of personnel additions and promotions this fall as the firm established a West Coast presence in metropolitan Portland, Ore.
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Firm Announces Staff Changes, West Coast Expansion
Duly Noted
The Money’s Gone; The Tax Bill Isn’t. A New Jersey couple cannot reclaim more than $157,000 in state income taxes …
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U.S. Treasury Makes A Bet On Low Interest Rates
The first addition to the U.S. Treasury’s lineup in over 15 years seems to be a big gamble.
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The Economics of Pet Health Insurance
When it comes to health insurance for your pet, the decision to buy depends on what kind of pet owner you are: economical or emotional.
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Tis Better To Give Than To Receive After All: The Benefits Of CLATs
Philanthropy is a worthy end alone, but what if you could increase your charitable giving while at the same time …
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Financing Your College Education
You are your own most valuable asset, and your education is the greatest investment you will ever make. But how …
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A Health Coverage Option For Individuals
High health insurance costs are here to stay, leading many employers to end coverage for employees. For those now trying …
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Six Ways To Hold Down College Costs
A mother recently told me about her son, a first-rate student who was accepted by Cornell University and by New …
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Duly Noted
When deducting bad debts, conduct and timing matters. George Saadian and his mother loaned $200,000 to a distantly related businessman …
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Winding Up A Qualified Personal Resident Trust
The Qualified Personal Residence Trust, or QPRT, became popular a couple of decades ago as a way to save gift …
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