Traughber Private Wealth Law

06/30/2023

We are happy to be part of this expansion and have enjoyed watching Harbor House grow. They not only empower individuals with disabilities, and with this expansion, they will be able to help people of all ages and abilities. If you have not checked out Harbor House, you should.

"It's a dream come true for me."

01/27/2022

It is not about rescuing people with disabilities. It is about investing in removing the physical, cultural, economic, communication, mobility, and attitudinal barriers that impede people with disabilities.

Everyone should check out Harbor House and all of the amazing things they are doing to better the lives of people with disabilities and our community. I am proud to be the board president of such a wonderful organization.

Shoutout to Board Member Jamie Traughber. Jamie is the Board President for Harbor House. With his passion towards helping the elderly and individuals with disabilities, Jamie makes a great asset to our team. Thank you for everything you do!

11/11/2020

Thank you and Happy Veterans Day to all the brave men and women, past and present, who defend our great country and the liberties we enjoy every day!

11/10/2020

Business Owners and Advisors - Today (11/10) at 4:00 we will be discussing Growth and Exit Planning Strategies and using Business Continuity Trusts for a Tax-Free or Tax-Deferred business sale. Please join us and register here:

Wealth Law Growth and Exit Planning (GXP) is focused on identifying and growing Business Value to maximize growth and exit opportunities. The process is systematic and collaborative. Through GXP, Business Owners determine business value; Identify systematic and strategic methods to grow and accelera...

11/06/2020

Tax Policy Changes for Small Business Owners and Estates will likely hinge on the Georgia runoff elections and the impact could be HUGGGEEE. https://www.wealthlaw.net/blog/tax-policy-changes-likely-hinge-on-georgias-runoff-elections

Changes in tax policy, among other platform proposals, will likely turn on the state of Georgia’s runoff elections for its two U.S. Senate seats. The Senate runoff elections will occur on January...

10/22/2020

The upcoming election WILL impact your estate and your estate plan. Join us on Tuesday October 27, 2020 at 4:00 for our latest Wealth Law Webinar: 2020 Election and Your Estate Plan. Register here: https://us02web.zoom.us/webinar/register/WN_dvecWyMiTMma-kRDrBDDow

Topics include: Trump Administration tax plans; Vice President Biden’s tax proposals; Democratic “Off the Shelf” estate and gift tax legislation; Potential Restrictions on Grantor Trust Planning and Valuation Discounts; Impact of Sunset in Current Law; and Planning Tools to Maximize the Use of Current Exemptions

10/15/2020

Kentucky passed new powerful tax planning tools called Community Property Trusts. Check out our latest blog on the topic for more information.

On July 15, 2020 Kentucky joined a small group of forward-thinking states by enacting a powerful tax planning tool, known as a Community Property Trust. Kentucky is only the fourth state in the...

08/19/2020

This pandemic has been hard, but we are thankful for all the life lessons and closeness it has brought to our family. We wish the same for you and yours.

08/17/2020

Business Owners and Advisors who work with Business Owners, don't miss our free Wealth Law Webinar tomorrow (Tuesday August 18 at 4:00) Business Owner Growth and Exit Planning (GXP). Click here to register: https://us02web.zoom.us/webinar/register/WN_8hQFCTYhS_qO5qfL8SBusw

GXP is focused on identifying and growing Business Value through a systematic and collaborative process.

Through GXP, Business Owners: determine your business's current value; Identify systematic and strategic methods to grow and accelerate value; Align personal, business and financial goals for maximum growth and exit opportunities; and Implement plan to maximize value, minimize taxes and plan your exit on your terms, in all circumstances.

Wealth Law Growth and Exit Planning (GXP) is focused on identifying and growing Business Value through a systematic and collaborative process. Through GXP, Business Owners determine your business's current value; Identify systematic and strategic methods to grow and accelerate value; Align personal,...

07/21/2020

Space is still available but filling up quickly - Don't forget to register for today's Wealth Law Webinar - Retirement Account Succession Planning following SECURE and CARES Acts. See you at 4:00. https://www.wealthlaw.net/event-registration.html