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Author: Rebecca Walser

Rebecca Walser is a licensed tax attorney and certified financial planner who specializes in working with high net worth individuals, families and businesses at Walser Wealth (www.walserwealth.com). She earned her juris doctor degree from the University of Florida and her masters of law degree in taxation from New York University.

Money Matters

Wills & Estates

Greatest Wealth Transfer Could Be Costly Blunder For Beneficiaries And Windfall For IRS

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Anyone who just inherited a deceased parent’s IRA or 401(k) could be about to commit a costly blunder. You can … Read More→

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