Illinois CPA Society INSIGHT publication Summer 2024: The Great Generational Wealth Transfer (or Not)

In this column, Mark J. Gilbert CPA/PFS, President of Reason Financial writes, will the so-called great generational wealth transfer be more hype than reality?  Only time will tell – the key is to start planning now.   A link to the column is found here.

Gilbert has regularly written for the Illinois CPA Society INSIGHT publication since 2010 in the interest of assisting fellow CPAs with an interest in personal financial planning.

Gilbert and Reason Financial Advisors, LLC provide comprehensive financial planning services, including discretionary portfolio management, to middle market and high net worth clients from offices in Naperville and Northfield.