Ascend acquires Miller Grossbard The Top 25 Firm added Southwest Regional Leader Miller Grossbard Advisors, expanding its Texas footprint, effective Sept. 1.
The new opportunity zone era starts now The deferral clock runs from the date the gain occurred. Clients sitting on capital gains from this year's liquidity events need a plan this quarter.
In addition, our firm assists clients with the preparation of personal financial statements, budget and financial forecasting, bookkeeping, and financial analysis.