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How the Wealthy are Preparing for Higher Taxes

By Annie Nova, CNBC

September 25, 2021 – Mallon FitzPatrick, Principal and Managing Director was featured in a piece for CNBC by Annie Nova discussing “how the wealthy are preparing for higher taxes.” Mallon shared several insights including gifting an income-producing asset like real estate to a family member who falls in a lower bracket or delaying some of your charitable giving.  Read the full piece here: https://cnb.cx/3zIv3Fh

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Filed Under: News Tagged With: financial planning, Mallon Fitzpatrick

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  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

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