Jennifer Sicking was awarded as a 2012 Five Star Wealth Manager and will be featured in the August edition of Texas Monthly (Dallas/Fort Worth region). Award candidates were evaluated against 10 objective criteria, such as client retention rates, client assets administered, and a favorable regulatory and complaint history. The resulting list of 2012 Five Star Wealth Managers is a select group, representing less than seven percent of the wealth managers in the Dallas/Fort Worth region. Jennifer would like to thank all of her clients for their loyalty and patronage.
Many wealthy individuals have taken steps to maximize their lifetime gift tax exemption before it reverts back to a lower level in 2026. However, the IRS recently proposed new guidance that would allow for clawbacks of certain gifted assets. Learn more about the proposed changes in this article.