Jan is grateful to be a Partner Firm in Lion Street, Inc. They are a leading national financial services company. Lion Street is an elite network of fiercely independent Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street Firms have favored access to insurance carriers, service providers and financial institutions, as well as the products and services they offer. This enhances our ability to meet the complex planning requirements of our clients.
Income and Estate Tax Planning in 2021 Under the Biden Administration (PDF)