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.

Under 30 | Cash Reserve

Cash Reserve What is a cash reserve? A cash reserve is a pool of funds (and sometimes credit) that you hold in a readily available […]

All Ages | Year-End Tax Planning

Year-End Tax Planning As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. But most […]

Under 60 | Advantages of Trusts

Advantages of Trusts Why you might consider discussing trusts with your attorney Trusts may be used to minimize estate taxes for married individuals with substantial […]