Annex Wealth Management Quoted In Bloomberg BNA, Investment News & Accounting Today – Again!

President Trump promised action in his first days in office, and he seems set on keeping that promise. Given the rapid implementation of new measures, the financial world is wondering about the impact – and timing – of other actions.

Interested in what experts thought of a potential estate tax repeal, Bloomberg BNA, a publication which provides legal, tax and compliance professionals with critical information, practical guidance and workflow solutions, turned to a trusted member of the Annex Wealth Management Team – Director of Estate Planning Rich Behrendt, J.D.

Behrendt’s insights – revealing that because changes made to his practice through the past years, an estate tax repeal wouldn’t alter his practice much – were insightful enough that they found their way into Accounting Today and Investment News.

Annex Wealth Management’s team of elite professionals is trusted by a leading legal and accounting site, which makes us proud of what we can offer our clients. If you’re not a client yet, consider contacting us today to talk about your estate and today’s changing economic and policy climate.

Advisory Services offered through Annex Wealth Management®, LLC.
Securities offered through H. Beck, Inc Member FINRA & SIPC.
Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies.

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