DBS celebrates Oktoberfest
DBS celebrated Oktoberfest with a week long celebration including contests, trivia, and fabulous food! It wasn’t all fun and games; the office raised a ton of food to donate to the local food shelf.
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Diversified Brokerage Services (DBS) is pleased to announce that Leah Mahoney has been named Director of Operations, effective July 1, 2020. This is part of several organizational changes that will establish an integrated and consistent approach to its business functions and will ultimately strengthen how it serves its customers. Leah’s new title reflects the more […]
The Many Ways to Structure a Gift Transfer
Read our print-friendly PDF version The combination of depressed market values, extraordinarily low AFR and 7520 rates, and historically high gift/estate exemption of $11,580,000 opens the door to significant wealth transfer planning opportunities for high net worth individuals and their families. While making a gift of an amount equal to a large part of, or […]
