Bobbi J. Bierhals
Subscribe to Bobbi J. Bierhals's PostsBobbi J. Bierhals has built her practice by developing creative and customized solutions for her clients. Her experience centers on tax and business planning for high-net-worth individuals and families. Her clients range from executives and first-generation entrepreneurs to multi-generational families, with net worth from $15 million to many billions of dollars, and include a number of individuals listed in the Forbes 400. Read Bobbi J. Bierhals' full bio.
Four Mistakes Clients Make with Roth IRAs and Their Estate
By Bobbi J. Bierhals on Mar 8, 2022
Posted In Fiduciary and Investment Issues, Retirement Plans
The Roth IRA is a powerful and popular tool for all investors. Investors make Roth contributions with after-tax money, and all distributions are tax-free so long as account holders are at least 59.5 years old and the account is at least five years old. In this Investopedia article, McDermott Partner Bobbi J. Bierhals offers insight...
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Fridays with Benefits Webinar | All in the Family: 21st Century Benefit Plan Strategies for Family-Owned Businesses
By Bobbi J. Bierhals and Todd Solomon on Jun 6, 2019
Posted In Employee Benefits, Executive Compensation
Those were the days: when family-owned businesses paid only passing attention to the business value of providing tax-efficient—and incentivizing—benefit plans and compensation options. Tomorrow, Employee Benefits partner Todd Solomon and Private Client partner Bobbi Bierhals join host Judith Wethall during our Fridays with Benefits webinar series to discuss benefit plans and compensation strategies for modern...
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