Since 2011, when one member of a married couple passes away, the surviving spouse is eligible to carry over any …read more
Source:: Nerd’s Eye View
Since 2011, when one member of a married couple passes away, the surviving spouse is eligible to carry over any …read more
Source:: Nerd’s Eye View
Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.