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 […]

Is “unretiring” right for you?

A look inside each stage of preparing your business for sale Four and a half million Americans over age 50 are going back to work […]

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 […]