News
Planning Opportunities and Potential Pitfalls with Qualified Small Business Stock
July 1, 2024
Evercore Wealth Management welcomed attorneys and accountants in New York on June 26 for our presentation Planning Opportunities and Potential Pitfalls with Qualified Small Business Stock. Justin Miller, our National Director of Wealth Planning, led a lively presentation on QSBS, following remarks from our CEO Chris Zander and Partner and Portfolio Manager Brian Pollak.
Please email us at [email protected] if you have any questions about this topic or continuing advisor education at Evercore Wealth Management and Evercore Trust Company.