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Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.
billion in assets under management for just over 350 client households. Jeff is the President of Stratos Private Wealth, an RIA based in San Diego, California, that oversees almost $1.5
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Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets. While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and businessplanning opportunities for 2023.
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