October 19, 2023 - Head of Wealth Planning, Mallon FitzPatrick, along with Alicia Denton and Vicky Jung discuss end of year wealth planning strategies and how to prepare for 2024 and beyond.
Alicia denton
Wealth Transfer: The Clock is Ticking
As published in Rethinking65 By Mallon FitzPatrick and Alicia Denton March 30, 2023 - Now may be one of the best opportunities to transfer a significant amount of wealth to future generations. The present market and legislative landscape have
Tax Planning Amid a Divided Congress
With the start of tax season looming, here’s what taxpayers need to know about effective planning amid the uncertainty posed by the partisan split between the House of Representatives and Senate. By Mallon FitzPatrick and Alicia Denton January
The Truth About the IRS’s New Funding
Contrary to what you may have heard, the agency’s $80 billion budget increase is not for financing an auditing army As published in Rethinking65 by Mallon FitzPatrick and Alicia Denton Jan 4, 2023 - If recent headlines are to be believed, an
Patagonia’s Founder Executes Masterful Estate Plan
By Alicia Denton, CFP® and Mallon FitzPatrick, CFP® October 10, 2022 - You may have heard about Patagonia’s September giveaway…and we’re not referring to deep discounts on outdoor apparel! Yvon Chouinard, the founder of the company, recently
Multimillion Real Estate Portfolio Presents Income, Inheritance Dilemma
Advisors help a couple determine how to diversify plus leave assets to children and charity. By Mallon FitzPatrick and Alicia Denton, As published in Rethinking65 December 16, 2021 - There is perhaps no better illustration of the power of
