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