11 May 2023

Andersen Managing Director Carl Fiore's article on the wealth planning opportunities available in a down market is featured in, The TaxStringer, the online publication of the New York State Society of CPAs. The articletitled, Nothing to Fear but Fear Itself: Planning in the Current Environment,notes that while the current economic downturn presents at least short-term challenges, it also creates certain wealth-planning opportunities. Carl concludes that when properly navigated, relatively depressed asset values and still relatively low interest rates can provide significant transfer tax savings.