In the News: MSN Money

Harvey was recently quoted on MSN Money in  an article entitled ‎”Do your kids need life insurance?” A seemingly tricky question which Harvey can quickly and articulately answer based upon his experience with ‎super-successful business owners, executives, and ultra-high net worth individuals. The ways to structure the purchase of childrens’ life insurance is another story Read more about In the News: MSN Money[…]

In the News: Washington Post

Harvey was recently quoted in a Washington Post article entitled ‘That’s the game’: Tax planners look for loopholes amid uncertainty over new law. He comments on the new tax law loophole known as the “Qualified Business Income 20% Passthrough Deduction.” Doctors are assertively pursuing creative strategies so they can fully participate in the tax benefits Read more about In the News: Washington Post[…]

In the News: USA Weekly

Harvey was recently interviewed by USA Weekly and provides some interesting information ‎about his company, the specific types of clients that hire him, current challenges facing businesses and individuals today, and advice he’d give a younger version of himself. To review the full article, please access

In the News: LendingTree

Harvey was recently quoted in a LendingTree article entitled “Taking Advantage of the Home Mortgage Interest Tax Deduction.” He provided commentary on how the increased standard deduction can offset the reduced mortgage interest deduction for many taxpayers, and why the cap placed on deducting property taxes ‎is a serious concern for most wealthy homeowners who Read more about In the News: LendingTree[…]