Stephen Heymann

Shareholder

Stephen Heymann is a shareholder with Chamberlain Hrdlicka's Trusts & Estates Practice Group in Atlanta.

He focuses on helping business owners and high net worth families preserve their hard-earned wealth through sophisticated income and wealth transfer tax-planning strategies.

Wealth management

Crucial wealth preservation strategies for 2023

With proper entity-based planning and tax strategies, risks to HNW assets may be minimized — or avoided entirely.

By Stephen Heymann

August 9

TRENDING

Practice and client management

Advisor headcounts are going away. Recruiters say it's about time

Industry experts who track comings and goings at large firms say the advisor staff figures often obscure more than they reveal.

By Dan Shaw

May 4
Technology

Carson Group's Dani Fava on data strategy, AI bias and disconnecting from your desktop

In a Q&A with tech innovator Dani Fava, the new chief strategy officer for Carson Group explains where the rapidly growing firm is headed next, and the importance of using AI as a time saver.

By Rachel Witkowski

May 3
Tax

Supreme Court case highlights planning strategies for family businesses

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

By Tobias Salinger

May 3