Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Was Your Identity Compromised in the Equifax Cybersecurity Breech?

On September 7, Equifax – one of the three largest American credit agencies – announced a cybersecurity incident potentially impacting consumer information, including Social Security […]

Your business deserves an estate plan

Drafting a succession plan now can help your business stand the test of time As a business owner, you’ve invested so much into making your […]

Shortened Trade Settlement Cycle

On September 5, 2017, the U.S. Securities and Exchange Commission (SEC) is shortening the settlement cycle from three business days to two business days for most securities […]