Mr. Saret is a prolific author and frequent speaker on tax and estate planning issues.
FORBES: FATCA: Giving More Tools to the IRS
Mr. Saret is also the co-founder of the Wealth Strategies Journal, an online journal of wealth management.
Mr. Saret is an active member of several bar, professional, and community organizations.
FORBES: Lewis Saret - The Wealth Strategies Report
Mr. Saret received a Vivien Award from the National Press Club in recognition of his outstanding contribution to the Forums Committee.
FORBES: Most Read on
Mr. Saret employs a number of techniques to accomplish these goals, including a variety of trusts, insurance arrangements, succession planning for closely held businesses, estate freeze transactions, and charitable planning.
Lew Saret, with assistance of Matthew Engler.
Mr. Saret received his B.
FORBES: Managing the Impact of the 3.8% Medicare Surtax: Understanding the Relationship between NII and MAGI
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