Wealth Planning
Creating the Next Generation of Philanthropists
October 26, 2012
First Western’s Director of Philanthropic Services, Alexis Boian, shares her thoughts on inspiring children and young adults to make a […]
The Medicare Surtax: Does It Apply to You?
September 27, 2012
First Western Trust’s Assistant Director of Wealth Planning, David Cerullo, CPA, CFP®, discusses the introduction of the Medicare surtax and provides […]
Win-Win Strategies for Charitable Giving
November 9, 2011
Bill Schmidt, Senior Trust Officer, hosts a webinar on win-win strategies for charitable giving.
Transferring Wealth While Avoiding “The Age of Entitlement”
May 1, 2011
A conversation with SHARON LECHTER, co-author of Rich Dad, Poor Dad and the Rich Dad series of books, and MELISSA […]
Strategies to Survive the Ever-Changing Tax Environment
May 11, 2010
Since the beginning of 2010 the tax landscape has undergone significant changes for the highest tax brackets. Earlier this year, the […]